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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 | $49,447 | $138,102-64.2% | $125,381-60.6% | $134,532-63.2% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -21.18% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,283 | $5,245-56.5% | $4,815-52.6% | $4,741-51.8% |
| Participant deferral / active EE | $5,610 | $7,801-28.1% | $7,448-24.7% | $6,401-12.4% |
| Admin fee / account holder | $998 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |