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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 | $52,406 | $90,614-42.2% | $76,089-31.1% | $145,877-64.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -4.04% | 623.80%-627.8pp | 360.94%-365.0pp | 551.28%-555.3pp |
| Employer contribution / active EE | $936 | $3,324-71.9% | $2,690-65.2% | $4,663-79.9% |
| Participant deferral / active EE | $1,586 | $5,168-69.3% | $4,259-62.8% | $6,691-76.3% |
| Admin fee / account holder | $8,240 | $8,376-1.6% | $6,418+28.4% | $13,402-38.5% |