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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 | $43,470 | $135,645-68.0% | $110,243-60.6% | $135,379-67.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -11.37% | 513.24%-524.6pp | 314.76%-326.1pp | 519.79%-531.2pp |
| Employer contribution / active EE | $971 | $4,907-80.2% | $3,827-74.6% | $4,779-79.7% |
| Participant deferral / active EE | $7,847 | $5,507+42.5% | $4,672+68.0% | $5,609+39.9% |
| Admin fee / account holder | $6,562 | $11,458-42.7% | $8,548-23.2% | $10,828-39.4% |