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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 | $59,197 | $154,209-61.6% | $130,062-54.5% | $139,487-57.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 3.32% | 32.52%-29.2pp | -137.37%+140.7pp | 373.84%-370.5pp |
| Employer contribution / active EE | $8,990 | $5,292+69.9% | $4,322+108.0% | $4,755+89.1% |
| Participant deferral / active EE | $5,700 | $6,709-15.0% | $5,821-2.1% | $6,713-15.1% |
| Admin fee / account holder | $430 | $13,988-96.9% | $10,601-95.9% | $11,407-96.2% |