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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 | $29,203 | $138,076-78.9% | $123,553-76.4% | $135,380-78.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -15.33% | 153.70%-169.0pp | 119.21%-134.5pp | 519.81%-535.1pp |
| Employer contribution / active EE | $2,004 | $5,152-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $6,937 | $6,800+2.0% | $6,426+7.9% | $5,609+23.7% |
| Admin fee / account holder | $468 | $10,917-95.7% | $9,284-95.0% | $10,828-95.7% |