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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 | $66,266 | $138,072-52.0% | $123,549-46.4% | $135,382-51.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.80% | 153.69%-163.5pp | 119.20%-129.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $3,267 | $5,152-36.6% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $12,585 | $6,799+85.1% | $6,426+95.9% | $5,609+124.4% |
| Admin fee / account holder | $935 | $10,917-91.4% | $9,284-89.9% | $10,829-91.4% |