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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 | $22,524 | $167,353-86.5% | $143,797-84.3% | $134,545-83.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -64.91% | 0.48%-65.4pp | -0.04%-64.9pp | 418.37%-483.3pp |
| Employer contribution / active EE | $2,841 | $5,620-49.4% | $4,952-42.6% | $4,742-40.1% |
| Participant deferral / active EE | $9,455 | $6,447+46.7% | $5,638+67.7% | $6,401+47.7% |
| Admin fee / account holder | $859 | $18,096-95.3% | $14,679-94.1% | $11,431-92.5% |