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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 | $65,094 | $135,645-52.0% | $110,243-41.0% | $135,380-51.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -9.04% | 513.24%-522.3pp | 314.76%-323.8pp | 519.81%-528.8pp |
| Employer contribution / active EE | $3,090 | $4,907-37.0% | $3,827-19.2% | $4,779-35.3% |
| Participant deferral / active EE | $5,243 | $5,507-4.8% | $4,672+12.2% | $5,609-6.5% |
| Admin fee / account holder | $625 | $11,458-94.5% | $8,548-92.7% | $10,828-94.2% |