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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 | $43,198 | $138,076-68.7% | $123,553-65.0% | $135,380-68.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -22.02% | 153.70%-175.7pp | 119.21%-141.2pp | 519.81%-541.8pp |
| Employer contribution / active EE | $4,022 | $5,152-21.9% | $4,628-13.1% | $4,779-15.8% |
| Participant deferral / active EE | $12,558 | $6,800+84.7% | $6,426+95.4% | $5,609+123.9% |
| Admin fee / account holder | $698 | $10,917-93.6% | $9,284-92.5% | $10,828-93.6% |