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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 | $8,785 | $88,585-90.1% | $69,884-87.4% | $134,532-93.5% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -35.06% | 442.80%-477.9pp | 190.81%-225.9pp | 418.27%-453.3pp |
| Employer contribution / active EE | $2,720 | $3,235-15.9% | $2,560+6.3% | $4,741-42.6% |
| Participant deferral / active EE | $5,268 | $4,770+10.4% | $3,848+36.9% | $6,401-17.7% |
| Admin fee / account holder | $1,167 | $10,441-88.8% | $6,266-81.4% | $11,429-89.8% |