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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 | $98,022 | $112,131-12.6% | $95,964+2.1% | $158,982-38.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | -5.95% | 171.19%-177.1pp | 91.64%-97.6pp | 302.99%-308.9pp |
| Employer contribution / active EE | $1,781 | $3,199-44.3% | $2,541-29.9% | $4,763-62.6% |
| Participant deferral / active EE | $6,473 | $4,784+35.3% | $4,167+55.4% | $5,983+8.2% |
| Admin fee / account holder | $30,031 | $10,136+196.3% | $6,797+341.8% | $11,252+166.9% |