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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 | $89,830 | $114,013-21.2% | $103,693-13.4% | $155,188-42.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | -17.59% | 49.31%-66.9pp | 47.61%-65.2pp | 148.84%-166.4pp |
| Employer contribution / active EE | $7,163 | $3,131+128.8% | $2,920+145.3% | $4,248+68.6% |
| Participant deferral / active EE | $7,163 | $4,970+44.1% | $4,579+56.4% | $6,531+9.7% |
| Admin fee / account holder | $22,014 | $8,407+161.8% | $7,858+180.1% | $14,480+52.0% |