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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 | $103,716 | $138,075-24.9% | $123,552-16.1% | $135,379-23.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -12.26% | 153.70%-166.0pp | 119.20%-131.5pp | 519.79%-532.0pp |
| Employer contribution / active EE | $4,800 | $5,152-6.8% | $4,628+3.7% | $4,779+0.4% |
| Participant deferral / active EE | $4,800 | $6,800-29.4% | $6,426-25.3% | $5,609-14.4% |
| Admin fee / account holder | $948 | $10,917-91.3% | $9,285-89.8% | $10,828-91.2% |