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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 | $52,654 | $95,979-45.1% | $74,551-29.4% | $135,380-61.1% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.38% | 56.97%-66.3pp | 32.53%-41.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,579 | $2,716-5.1% | $1,961+31.5% | $4,779-46.0% |
| Participant deferral / active EE | $9,162 | $3,844+138.3% | $3,108+194.7% | $5,609+63.3% |
| Admin fee / account holder | $379 | $6,522-94.2% | $5,059-92.5% | $10,828-96.5% |