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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 | $26,177 | $138,072-81.0% | $123,549-78.8% | $135,382-80.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -18.17% | 153.69%-171.9pp | 119.20%-137.4pp | 519.77%-537.9pp |
| Employer contribution / active EE | $1,944 | $5,152-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $13,236 | $6,799+94.7% | $6,426+106.0% | $5,609+136.0% |
| Admin fee / account holder | $12,208 | $10,917+11.8% | $9,284+31.5% | $10,829+12.7% |