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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 | $37,030 | $148,582-75.1% | $135,942-72.8% | $139,456-73.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | -13.97% | 79.26%-93.2pp | 68.28%-82.2pp | 373.45%-387.4pp |
| Employer contribution / active EE | $11,353 | $5,245+116.5% | $4,858+133.7% | $4,753+138.9% |
| Participant deferral / active EE | $6,995 | $8,101-13.7% | $7,759-9.8% | $6,711+4.2% |
| Admin fee / account holder | $320 | $12,402-97.4% | $10,764-97.0% | $11,407-97.2% |