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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 | $36,114 | $90,320-60.0% | $59,496-39.3% | $125,388-71.2% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | -28.78% | 369.13%-397.9pp | 182.05%-210.8pp | 282.24%-311.0pp |
| Employer contribution / active EE | $5,615 | $1,792+213.4% | $1,153+387.0% | $4,866+15.4% |
| Participant deferral / active EE | $5,615 | $2,716+106.7% | $1,829+207.0% | $5,352+4.9% |
| Admin fee / account holder | $2,632 | $3,063-14.1% | $2,232+17.9% | $9,541-72.4% |