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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 | $51,291 | $166,242-69.1% | $165,071-68.9% | $145,884-64.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | -0.57% | 100.44%-101.0pp | 70.17%-70.7pp | 551.85%-552.4pp |
| Employer contribution / active EE | $2,207 | $5,283-58.2% | $4,347-49.2% | $4,662-52.7% |
| Participant deferral / active EE | $4,469 | $6,964-35.8% | $6,035-26.0% | $6,690-33.2% |
| Admin fee / account holder | $5,330 | $16,658-68.0% | $12,695-58.0% | $13,392-60.2% |