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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 | $32,567 | $138,075-76.4% | $123,552-73.6% | $135,379-75.9% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -9.99% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,585 | $5,152-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $3,144 | $6,800-53.8% | $6,426-51.1% | $5,609-44.0% |
| Admin fee / account holder | $817 | $10,917-92.5% | $9,285-91.2% | $10,828-92.5% |