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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 | $92,650 | $95,975-3.5% | $74,549+24.3% | $135,379-31.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -10.04% | 56.96%-67.0pp | 32.53%-42.6pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,598 | $2,716-4.3% | $1,961+32.5% | $4,779-45.6% |
| Participant deferral / active EE | $8,600 | $3,844+123.8% | $3,108+176.7% | $5,609+53.3% |
| Admin fee / account holder | $848 | $6,522-87.0% | $5,059-83.2% | $10,828-92.2% |