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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 | $56,397 | $180,466-68.7% | $154,114-63.4% | $135,382-58.3% |
| Participation rate | 15.0% | 87.4%-72.4pp | 83.0%-68.0pp | 82.6%-67.6pp |
| Annual return | -8.80% | 888.15%-897.0pp | 735.16%-744.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $2,869 | $6,035-52.5% | $5,298-45.8% | $4,779-40.0% |
| Participant deferral / active EE | $3,021 | $5,806-48.0% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $1,273 | $16,144-92.1% | $13,411-90.5% | $10,829-88.2% |