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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 | $43,825 | $138,072-68.3% | $123,549-64.5% | $135,382-67.6% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | -9.40% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,574 | $5,152-50.0% | $4,628-44.4% | $4,779-46.1% |
| Participant deferral / active EE | $4,715 | $6,799-30.7% | $6,426-26.6% | $5,609-15.9% |
| Admin fee / account holder | $609 | $10,917-94.4% | $9,284-93.4% | $10,829-94.4% |