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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 | $43,540 | $138,072-68.5% | $123,549-64.8% | $135,382-67.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.86% | 153.69%-165.6pp | 119.20%-131.1pp | 519.77%-531.6pp |
| Employer contribution / active EE | $1,580 | $5,152-69.3% | $4,628-65.9% | $4,779-66.9% |
| Participant deferral / active EE | $5,017 | $6,799-26.2% | $6,426-21.9% | $5,609-10.6% |
| Admin fee / account holder | $1,336 | $10,917-87.8% | $9,284-85.6% | $10,829-87.7% |