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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 | $66,107 | $109,411-39.6% | $89,435-26.1% | $158,982-58.4% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | -1.05% | 345.68%-346.7pp | 245.55%-246.6pp | 302.99%-304.0pp |
| Employer contribution / active EE | $2,543 | $3,173-19.8% | $2,587-1.7% | $4,763-46.6% |
| Participant deferral / active EE | $3,766 | $4,600-18.1% | $3,890-3.2% | $5,983-37.1% |
| Admin fee / account holder | $6,651 | $6,159+8.0% | $4,884+36.2% | $11,252-40.9% |