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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 | $72,335 | $99,668-27.4% | $86,451-16.3% | $134,545-46.2% |
| Participation rate | 61.5% | 82.1%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -24.38% | 6789.61%-6814.0pp | 4398.51%-4422.9pp | 418.37%-442.7pp |
| Employer contribution / active EE | $3,122 | $4,403-29.1% | $3,770-17.2% | $4,742-34.2% |
| Participant deferral / active EE | $7,459 | $7,249+2.9% | $6,953+7.3% | $6,401+16.5% |
| Admin fee / account holder | $6,796 | $8,377-18.9% | $6,734+0.9% | $11,431-40.5% |