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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 | $108,664 | $180,459-39.8% | $154,108-29.5% | $135,380-19.7% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | -8.85% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,960 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $4,691 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $394 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |