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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 | $25,334 | $138,072-81.7% | $123,549-79.5% | $135,382-81.3% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -13.43% | 153.69%-167.1pp | 119.20%-132.6pp | 519.77%-533.2pp |
| Employer contribution / active EE | $1,919 | $5,152-62.8% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $6,147 | $6,799-9.6% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $1,990 | $10,917-81.8% | $9,284-78.6% | $10,829-81.6% |