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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 | $71,283 | $138,076-48.4% | $123,553-42.3% | $135,380-47.3% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -11.50% | 153.70%-165.2pp | 119.21%-130.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $2,599 | $5,152-49.5% | $4,628-43.8% | $4,779-45.6% |
| Participant deferral / active EE | $7,533 | $6,800+10.8% | $6,426+17.2% | $5,609+34.3% |
| Admin fee / account holder | $13,221 | $10,917+21.1% | $9,284+42.4% | $10,828+22.1% |