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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 | $66,072 | $107,353-38.5% | $92,903-28.9% | $152,885-56.8% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | -2.06% | 145.62%-147.7pp | 109.43%-111.5pp | 345.39%-347.5pp |
| Employer contribution / active EE | $1,669 | $4,222-60.5% | $3,653-54.3% | $4,763-65.0% |
| Participant deferral / active EE | $5,001 | $4,848+3.2% | $4,238+18.0% | $5,851-14.5% |
| Admin fee / account holder | $2,500 | $7,081-64.7% | $5,795-56.9% | $11,598-78.4% |