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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 | $20,675 | $138,076-85.0% | $123,553-83.3% | $135,380-84.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.96% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,478 | $5,152-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,520 | $6,800-48.2% | $6,426-45.2% | $5,609-37.2% |
| Admin fee / account holder | $3,290 | $10,917-69.9% | $9,284-64.6% | $10,828-69.6% |