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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 | $62,596 | $97,732-36.0% | $83,831-25.3% | $135,380-53.8% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -9.84% | 1287.56%-1297.4pp | 850.99%-860.8pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,521 | $4,222-64.0% | $3,631-58.1% | $4,779-68.2% |
| Participant deferral / active EE | $4,808 | $4,683+2.7% | $4,082+17.8% | $5,609-14.3% |
| Admin fee / account holder | $495 | $6,675-92.6% | $5,479-91.0% | $10,828-95.4% |