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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 | $38,387 | $190,862-79.9% | $159,991-76.0% | $134,509-71.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -20.48% | 552.59%-573.1pp | 408.82%-429.3pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,701 | $4,995-65.9% | $4,225-59.7% | $4,741-64.1% |
| Participant deferral / active EE | $6,704 | $6,924-3.2% | $6,183+8.4% | $6,400+4.7% |
| Admin fee / account holder | $1,188 | $10,495-88.7% | $8,715-86.4% | $11,427-89.6% |