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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 | $67,944 | $142,361-52.3% | $119,608-43.2% | $134,509-49.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.63% | -12.46%-8.2pp | -14.98%-5.6pp | 418.13%-438.8pp |
| Employer contribution / active EE | $8,993 | $5,224+72.2% | $4,232+112.5% | $4,741+89.7% |
| Participant deferral / active EE | $6,549 | $6,468+1.2% | $5,601+16.9% | $6,400+2.3% |
| Admin fee / account holder | $1,097 | $13,588-91.9% | $10,326-89.4% | $11,427-90.4% |