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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 | $39,006 | $82,674-52.8% | $125,381-68.9% | $68,486-43.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -23.96% | -5.97%-18.0pp | 572.31%-596.3pp | -7.85%-16.1pp |
| Employer contribution / active EE | $4,443 | $3,382+31.4% | $4,815-7.7% | $2,597+71.1% |
| Participant deferral / active EE | $5,830 | $6,111-4.6% | $7,448-21.7% | $4,028+44.7% |
| Admin fee / account holder | $667 | $6,277-89.4% | $10,007-93.3% | $5,404-87.6% |