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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 | $21,738 | $138,075-84.3% | $123,552-82.4% | $135,379-83.9% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -18.91% | 153.70%-172.6pp | 119.20%-138.1pp | 519.79%-538.7pp |
| Employer contribution / active EE | $2,469 | $5,152-52.1% | $4,628-46.7% | $4,779-48.3% |
| Participant deferral / active EE | $3,385 | $6,800-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $1,194 | $10,917-89.1% | $9,285-87.1% | $10,828-89.0% |