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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 | $71,457 | $67,823+5.4% | $52,425+36.3% | $137,256-47.9% |
| Participation rate | 7.7% | 63.9%-56.2pp | 55.6%-47.9pp | 80.0%-72.3pp |
| Annual return | -18.53% | 219.11%-237.6pp | 302.12%-320.7pp | 220.34%-238.9pp |
| Employer contribution / active EE | $339 | $1,163-70.8% | $914-62.9% | $4,156-91.8% |
| Participant deferral / active EE | $1,131 | $2,288-50.6% | $1,790-36.8% | $6,407-82.4% |
| Admin fee / account holder | $22,870 | $2,844+704.1% | $2,495+816.7% | $12,270+86.4% |