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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 | $23,848 | $82,674-71.2% | $125,363-81.0% | $68,495-65.2% |
| Participation rate | 58.6% | 75.0%-16.5pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | -22.82% | -5.97%-16.9pp | 572.15%-595.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $4,207 | $3,382+24.4% | $4,815-12.6% | $2,596+62.0% |
| Participant deferral / active EE | $9,177 | $6,111+50.2% | $7,447+23.2% | $4,028+127.9% |
| Admin fee / account holder | $2,465 | $6,276-60.7% | $10,005-75.4% | $5,403-54.4% |