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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 | $74,207 | $176,120-57.9% | $159,487-53.5% | $167,553-55.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -2.31% | 331.95%-334.3pp | 263.71%-266.0pp | 478.89%-481.2pp |
| Employer contribution / active EE | $1,735 | $5,299-67.3% | $4,831-64.1% | $4,840-64.2% |
| Participant deferral / active EE | $3,754 | $7,752-51.6% | $7,354-49.0% | $6,343-40.8% |
| Admin fee / account holder | $964 | $12,561-92.3% | $10,804-91.1% | $12,316-92.2% |