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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 | $78,893 | $135,645-41.8% | $110,243-28.4% | $135,379-41.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -9.73% | 513.24%-523.0pp | 314.76%-324.5pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,861 | $4,907-41.7% | $3,827-25.2% | $4,779-40.1% |
| Participant deferral / active EE | $5,620 | $5,507+2.1% | $4,672+20.3% | $5,609+0.2% |
| Admin fee / account holder | $512 | $11,458-95.5% | $8,548-94.0% | $10,828-95.3% |