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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 | $124,472 | $197,625-37.0% | $177,840-30.0% | $158,966-21.7% |
| Participation rate | 65.0% | 88.5%-23.5pp | 87.7%-22.7pp | 82.0%-17.0pp |
| Annual return | -5.37% | 58.76%-64.1pp | 48.32%-53.7pp | 302.95%-308.3pp |
| Employer contribution / active EE | $2,572 | $6,698-61.6% | $5,919-56.5% | $4,762-46.0% |
| Participant deferral / active EE | $4,641 | $8,405-44.8% | $7,714-39.8% | $5,983-22.4% |
| Admin fee / account holder | $2,824 | $15,405-81.7% | $12,431-77.3% | $11,250-74.9% |