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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 | $17,015 | $111,878-84.8% | $93,727-81.8% | $145,897-88.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | -5.54% | 204.28%-209.8pp | 133.83%-139.4pp | 552.29%-557.8pp |
| Employer contribution / active EE | $1,603 | $3,092-48.2% | $2,421-33.8% | $4,663-65.6% |
| Participant deferral / active EE | $3,493 | $4,920-29.0% | $4,417-20.9% | $6,689-47.8% |
| Admin fee / account holder | $2,547 | $10,256-75.2% | $8,292-69.3% | $13,390-81.0% |