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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 | $68,579 | $138,076-50.3% | $123,553-44.5% | $135,380-49.3% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -11.03% | 153.70%-164.7pp | 119.21%-130.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,303 | $5,152-74.7% | $4,628-71.8% | $4,779-72.7% |
| Participant deferral / active EE | $3,362 | $6,800-50.5% | $6,426-47.7% | $5,609-40.1% |
| Admin fee / account holder | $1,776 | $10,917-83.7% | $9,284-80.9% | $10,828-83.6% |