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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 | $33,808 | $39,798-15.1% | $67,704-50.1% | $59,633-43.3% |
| Participation rate | 62.3% | 57.4%+5.0pp | 67.5%-5.2pp | 68.7%-6.3pp |
| Annual return | -3.95% | 89.94%-93.9pp | 25.41%-29.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $3,158 | $1,393+126.7% | $2,559+23.4% | $2,203+43.4% |
| Participant deferral / active EE | $3,368 | $2,335+44.2% | $3,585-6.1% | $3,192+5.5% |
| Admin fee / account holder | $5,490 | $3,212+70.9% | $4,255+29.0% | $4,297+27.8% |