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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 | $51,080 | $138,075-63.0% | $123,552-58.7% | $135,379-62.3% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -12.97% | 153.70%-166.7pp | 119.20%-132.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $2,430 | $5,152-52.8% | $4,628-47.5% | $4,779-49.2% |
| Participant deferral / active EE | $6,262 | $6,800-7.9% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $1,377 | $10,917-87.4% | $9,285-85.2% | $10,828-87.3% |