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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 | $30,494 | $138,076-77.9% | $123,553-75.3% | $135,380-77.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.85% | 153.70%-165.5pp | 119.21%-131.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $1,000 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $7,379 | $6,800+8.5% | $6,426+14.8% | $5,609+31.6% |
| Admin fee / account holder | $595 | $10,917-94.6% | $9,284-93.6% | $10,828-94.5% |