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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 | $56,487 | $48,274+17.0% | $63,244-10.7% | $59,633-5.3% |
| Participation rate | 60.0% | 66.3%-6.3pp | 71.0%-11.0pp | 68.7%-8.7pp |
| Annual return | -2.91% | -240.79%+237.9pp | -70.31%+67.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,366 | $1,586-13.9% | $2,322-41.2% | $2,203-38.0% |
| Participant deferral / active EE | $4,659 | $2,343+98.9% | $2,953+57.8% | $3,192+46.0% |
| Admin fee / account holder | $331 | $3,600-90.8% | $5,893-94.4% | $4,297-92.3% |