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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 | $73,635 | $82,630-10.9% | $64,105+14.9% | $125,389-41.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -6.92% | 1489.72%-1496.6pp | 791.24%-798.2pp | 282.24%-289.2pp |
| Employer contribution / active EE | $738 | $2,671-72.4% | $1,820-59.4% | $4,866-84.8% |
| Participant deferral / active EE | $4,207 | $3,608+16.6% | $2,822+49.1% | $5,352-21.4% |
| Admin fee / account holder | $4,891 | $6,382-23.4% | $4,499+8.7% | $9,541-48.7% |