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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 | $36,513 | $82,674-55.8% | $125,381-70.9% | $68,486-46.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -19.45% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $3,648 | $3,382+7.9% | $4,815-24.2% | $2,597+40.5% |
| Participant deferral / active EE | $7,995 | $6,111+30.8% | $7,448+7.3% | $4,028+98.5% |
| Admin fee / account holder | $2,191 | $6,277-65.1% | $10,007-78.1% | $5,404-59.4% |