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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 | $70,994 | $168,635-57.9% | $147,617-51.9% | $125,389-43.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.84% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $2,079 | $6,252-66.8% | $5,564-62.6% | $4,866-57.3% |
| Participant deferral / active EE | $6,200 | $5,507+12.6% | $4,895+26.7% | $5,352+15.9% |
| Admin fee / account holder | $642 | $13,580-95.3% | $11,612-94.5% | $9,541-93.3% |