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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 | $39,362 | $138,068-71.5% | $125,358-68.6% | $134,493-70.7% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -20.75% | 750.30%-771.1pp | 572.03%-592.8pp | 418.01%-438.8pp |
| Employer contribution / active EE | $1,757 | $5,244-66.5% | $4,814-63.5% | $4,740-62.9% |
| Participant deferral / active EE | $5,347 | $7,799-31.4% | $7,447-28.2% | $6,400-16.5% |
| Admin fee / account holder | $3,654 | $11,568-68.4% | $10,007-63.5% | $11,425-68.0% |