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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 | $76,004 | $160,059-52.5% | $140,019-45.7% | $135,382-43.9% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -12.26% | 911.44%-923.7pp | 651.15%-663.4pp | 519.77%-532.0pp |
| Employer contribution / active EE | $1,911 | $6,420-70.2% | $5,605-65.9% | $4,779-60.0% |
| Participant deferral / active EE | $8,400 | $7,641+9.9% | $6,927+21.3% | $5,609+49.8% |
| Admin fee / account holder | $5,754 | $13,328-56.8% | $10,705-46.3% | $10,829-46.9% |