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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 | $15,716 | $190,916-91.8% | $160,037-90.2% | $134,545-88.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -25.33% | 552.79%-578.1pp | 408.95%-434.3pp | 418.37%-443.7pp |
| Employer contribution / active EE | $2,389 | $4,996-52.2% | $4,226-43.5% | $4,742-49.6% |
| Participant deferral / active EE | $3,142 | $6,925-54.6% | $6,184-49.2% | $6,401-50.9% |
| Admin fee / account holder | $851 | $10,497-91.9% | $8,716-90.2% | $11,431-92.6% |