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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 | $25,860 | $138,072-81.3% | $123,549-79.1% | $135,382-80.9% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -13.10% | 153.69%-166.8pp | 119.20%-132.3pp | 519.77%-532.9pp |
| Employer contribution / active EE | $2,492 | $5,152-51.6% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $6,953 | $6,799+2.3% | $6,426+8.2% | $5,609+24.0% |
| Admin fee / account holder | $3,260 | $10,917-70.1% | $9,284-64.9% | $10,829-69.9% |