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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 | $15,805 | $152,591-89.6% | $117,529-86.6% | $134,545-88.3% |
| Participation rate | 47.1% | 77.1%-30.0pp | 70.6%-23.5pp | 81.2%-34.2pp |
| Annual return | -31.34% | 53.04%-84.4pp | 29.77%-61.1pp | 418.37%-449.7pp |
| Employer contribution / active EE | $4,117 | $5,576-26.2% | $4,179-1.5% | $4,742-13.2% |
| Participant deferral / active EE | $4,745 | $4,821-1.6% | $4,072+16.5% | $6,401-25.9% |
| Admin fee / account holder | $1,382 | $7,004-80.3% | $5,645-75.5% | $11,431-87.9% |