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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 | $130,641 | $197,819-34.0% | $155,789-16.1% | $125,389+4.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -6.00% | 86.73%-92.7pp | 71.54%-77.5pp | 282.24%-288.2pp |
| Employer contribution / active EE | $3,348 | $4,850-31.0% | $3,839-12.8% | $4,866-31.2% |
| Participant deferral / active EE | $7,334 | $5,631+30.2% | $4,798+52.9% | $5,352+37.0% |
| Admin fee / account holder | $978 | $9,544-89.8% | $7,477-86.9% | $9,541-89.8% |