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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 | $66,008 | $56,197+17.5% | $67,652-2.4% | $59,633+10.7% |
| Participation rate | 42.9% | 71.5%-28.6pp | 75.7%-32.8pp | 68.7%-25.8pp |
| Annual return | -3.88% | 18508.10%-18512.0pp | 6625.40%-6629.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $863 | $1,615-46.6% | $2,266-61.9% | $2,203-60.8% |
| Participant deferral / active EE | $2,309 | $2,844-18.8% | $3,560-35.1% | $3,192-27.7% |
| Admin fee / account holder | $667 | $3,958-83.1% | $4,821-86.2% | $4,297-84.5% |