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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 | $71,176 | $138,072-48.5% | $123,549-42.4% | $135,382-47.4% |
| Participation rate | 34.8% | 84.7%-50.0pp | 82.3%-47.5pp | 82.6%-47.9pp |
| Annual return | -10.55% | 153.69%-164.2pp | 119.20%-129.7pp | 519.77%-530.3pp |
| Employer contribution / active EE | $1,284 | $5,152-75.1% | $4,628-72.3% | $4,779-73.1% |
| Participant deferral / active EE | $4,977 | $6,799-26.8% | $6,426-22.5% | $5,609-11.3% |
| Admin fee / account holder | $2,310 | $10,917-78.8% | $9,284-75.1% | $10,829-78.7% |