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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 | $71,583 | $91,536-21.8% | $130,062-45.0% | $75,177-4.8% |
| Participation rate | 57.9% | 71.5%-13.6pp | 78.5%-20.6pp | 67.2%-9.3pp |
| Annual return | -7.35% | -631.62%+624.3pp | -137.37%+130.0pp | 160.75%-168.1pp |
| Employer contribution / active EE | $1,526 | $2,845-46.4% | $4,322-64.7% | $2,671-42.9% |
| Participant deferral / active EE | $3,399 | $4,343-21.7% | $5,821-41.6% | $4,126-17.6% |
| Admin fee / account holder | $11,107 | $6,780+63.8% | $10,601+4.8% | $5,651+96.5% |