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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 | $58,495 | $168,635-65.3% | $147,617-60.4% | $125,389-53.3% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -7.51% | 77.65%-85.2pp | 61.98%-69.5pp | 282.24%-289.8pp |
| Employer contribution / active EE | $1,475 | $6,252-76.4% | $5,564-73.5% | $4,866-69.7% |
| Participant deferral / active EE | $7,190 | $5,507+30.6% | $4,895+46.9% | $5,352+34.4% |
| Admin fee / account holder | $4,790 | $13,580-64.7% | $11,612-58.7% | $9,541-49.8% |