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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 | $11,336 | $72,071-84.3% | $68,368-83.4% | $137,256-91.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -5.00% | 353.14%-358.1pp | 292.57%-297.6pp | 220.34%-225.3pp |
| Employer contribution / active EE | $2,242 | $2,788-19.6% | $2,649-15.4% | $4,156-46.1% |
| Participant deferral / active EE | $4,762 | $4,410+8.0% | $4,123+15.5% | $6,407-25.7% |
| Admin fee / account holder | $2,040 | $5,336-61.8% | $5,150-60.4% | $12,270-83.4% |