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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 | $37,347 | $138,075-73.0% | $123,552-69.8% | $135,379-72.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.58% | 153.70%-167.3pp | 119.20%-132.8pp | 519.79%-533.4pp |
| Employer contribution / active EE | $1,556 | $5,152-69.8% | $4,628-66.4% | $4,779-67.4% |
| Participant deferral / active EE | $7,606 | $6,800+11.9% | $6,426+18.4% | $5,609+35.6% |
| Admin fee / account holder | $447 | $10,917-95.9% | $9,285-95.2% | $10,828-95.9% |