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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,971 | $138,076-50.8% | $123,553-45.0% | $135,380-49.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -18.99% | 153.70%-172.7pp | 119.21%-138.2pp | 519.81%-538.8pp |
| Employer contribution / active EE | $26,795 | $5,152+420.1% | $4,628+479.0% | $4,779+460.7% |
| Participant deferral / active EE | $10,673 | $6,800+57.0% | $6,426+66.1% | $5,609+90.3% |
| Admin fee / account holder | $4,284 | $10,917-60.8% | $9,284-53.9% | $10,828-60.4% |