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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 | $36,580 | $82,630-55.7% | $64,105-42.9% | $125,389-70.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -3.73% | 1489.72%-1493.5pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,778 | $2,671-33.4% | $1,820-2.3% | $4,866-63.5% |
| Participant deferral / active EE | $3,752 | $3,608+4.0% | $2,822+33.0% | $5,352-29.9% |
| Admin fee / account holder | $1,159 | $6,382-81.8% | $4,499-74.2% | $9,541-87.8% |