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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 | $20,112 | $95,975-79.0% | $74,549-73.0% | $135,379-85.1% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -33.57% | 56.96%-90.5pp | 32.53%-66.1pp | 519.79%-553.4pp |
| Employer contribution / active EE | $10,945 | $2,716+303.0% | $1,961+458.2% | $4,779+129.0% |
| Participant deferral / active EE | $1,099 | $3,844-71.4% | $3,108-64.7% | $5,609-80.4% |
| Admin fee / account holder | $1,151 | $6,522-82.4% | $5,059-77.3% | $10,828-89.4% |