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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 | $33,786 | $138,076-75.5% | $123,553-72.7% | $135,380-75.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.15% | 153.70%-163.8pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,795 | $5,152-65.2% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $7,374 | $6,800+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $3,381 | $10,917-69.0% | $9,284-63.6% | $10,828-68.8% |