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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 | $130,410 | $131,835-1.1% | $108,582+20.1% | $273,972-52.4% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -13.77% | -91.57%+77.8pp | -51.70%+37.9pp | 41.46%-55.2pp |
| Employer contribution / active EE | $23,806 | $4,913+384.6% | $3,758+533.4% | $4,869+388.9% |
| Participant deferral / active EE | $8,433 | $5,127+64.5% | $4,311+95.6% | $5,287+59.5% |
| Admin fee / account holder | $950 | $10,253-90.7% | $7,645-87.6% | $10,133-90.6% |