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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 | $53,011 | $152,597-65.3% | $117,533-54.9% | $134,532-60.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -25.12% | 53.04%-78.2pp | 29.77%-54.9pp | 418.27%-443.4pp |
| Employer contribution / active EE | $6,669 | $5,576+19.6% | $4,179+59.6% | $4,741+40.7% |
| Participant deferral / active EE | $14,068 | $4,821+191.8% | $4,072+245.4% | $6,401+119.8% |
| Admin fee / account holder | $3,972 | $7,007-43.3% | $5,647-29.7% | $11,429-65.2% |