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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 | $66,009 | $138,072-52.2% | $123,549-46.6% | $135,382-51.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.27% | 153.69%-163.0pp | 119.20%-128.5pp | 519.77%-529.0pp |
| Employer contribution / active EE | $8,717 | $5,152+69.2% | $4,628+88.3% | $4,779+82.4% |
| Participant deferral / active EE | $14,500 | $6,799+113.3% | $6,426+125.7% | $5,609+158.5% |
| Admin fee / account holder | $322 | $10,917-97.1% | $9,284-96.5% | $10,829-97.0% |