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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 | $27,672 | $48,274-42.7% | $63,244-56.2% | $59,633-53.6% |
| Participation rate | 67.9% | 66.3%+1.5pp | 71.0%-3.2pp | 68.7%-0.8pp |
| Annual return | -5.61% | -240.79%+235.2pp | -70.31%+64.7pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $2,075 | $1,586+30.8% | $2,322-10.7% | $2,203-5.8% |
| Participant deferral / active EE | $1,150 | $2,343-50.9% | $2,953-61.1% | $3,192-64.0% |
| Admin fee / account holder | $1,155 | $3,600-67.9% | $5,893-80.4% | $4,297-73.1% |