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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 | $53,237 | $144,130-63.1% | $117,861-54.8% | $147,586-63.9% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | -1.59% | 531.20%-532.8pp | 335.11%-336.7pp | 578.59%-580.2pp |
| Employer contribution / active EE | $1,835 | $4,897-62.5% | $3,786-51.5% | $4,876-62.4% |
| Participant deferral / active EE | $5,335 | $5,316+0.4% | $4,482+19.0% | $5,439-1.9% |
| Admin fee / account holder | $722 | $10,887-93.4% | $8,021-91.0% | $10,886-93.4% |