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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 | $86,427 | $160,028-46.0% | $147,080-41.2% | $145,884-40.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -5.46% | 98.60%-104.1pp | 420.17%-425.6pp | 551.85%-557.3pp |
| Employer contribution / active EE | $1,716 | $5,286-67.5% | $4,933-65.2% | $4,662-63.2% |
| Participant deferral / active EE | $30,293 | $8,422+259.7% | $8,066+275.6% | $6,690+352.8% |
| Admin fee / account holder | $5,105 | $15,030-66.0% | $12,989-60.7% | $13,392-61.9% |