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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 | $50,576 | $138,078-63.4% | $125,363-59.7% | $134,509-62.4% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -26.50% | 750.49%-777.0pp | 572.15%-598.6pp | 418.13%-444.6pp |
| Employer contribution / active EE | $1,912 | $5,245-63.5% | $4,815-60.3% | $4,741-59.7% |
| Participant deferral / active EE | $4,502 | $7,800-42.3% | $7,447-39.5% | $6,400-29.7% |
| Admin fee / account holder | $9,744 | $11,566-15.8% | $10,005-2.6% | $11,427-14.7% |