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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 | $90,014 | $133,981-32.8% | $112,249-19.8% | $134,532-33.1% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -20.99% | 47.16%-68.1pp | 27.48%-48.5pp | 418.27%-439.3pp |
| Employer contribution / active EE | $20,030 | $4,040+395.8% | $3,636+450.9% | $4,741+322.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,420 | $7,492-81.0% | $6,412-77.9% | $11,429-87.6% |