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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 | $91,763 | $93,117-1.5% | $77,096+19.0% | $134,532-31.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -43.88% | 62.67%-106.5pp | 42.35%-86.2pp | 418.27%-462.1pp |
| Employer contribution / active EE | $8,336 | $3,420+143.7% | $2,814+196.2% | $4,741+75.8% |
| Participant deferral / active EE | $5,024 | $5,241-4.1% | $4,429+13.4% | $6,401-21.5% |
| Admin fee / account holder | $400 | $6,948-94.2% | $5,428-92.6% | $11,429-96.5% |