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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 | $50,499 | $91,525-44.8% | $130,026-61.2% | $75,181-32.8% |
| Participation rate | 34.5% | 71.4%-37.0pp | 78.5%-44.0pp | 67.2%-32.7pp |
| Annual return | -0.85% | -631.40%+630.5pp | -137.26%+136.4pp | 160.69%-161.5pp |
| Employer contribution / active EE | $790 | $2,844-72.2% | $4,321-81.7% | $2,671-70.4% |
| Participant deferral / active EE | $5,056 | $4,342+16.5% | $5,821-13.1% | $4,126+22.6% |
| Admin fee / account holder | $7,168 | $6,778+5.8% | $10,608-32.4% | $5,650+26.9% |