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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 | $66,771 | $60,119+11.1% | $90,430-26.2% | $79,858-16.4% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | -1.32% | 71.94%-73.3pp | 1293.73%-1295.1pp | 31.72%-33.0pp |
| Employer contribution / active EE | $1,455 | $2,068-29.6% | $3,262-55.4% | $2,471-41.1% |
| Participant deferral / active EE | $3,230 | $2,938+9.9% | $3,963-18.5% | $3,740-13.6% |
| Admin fee / account holder | $3,256 | $3,976-18.1% | $5,613-42.0% | $5,306-38.6% |