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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 | $62,903 | $180,459-65.1% | $154,108-59.2% | $135,380-53.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -9.47% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $3,987 | $6,035-33.9% | $5,298-24.7% | $4,779-16.6% |
| Participant deferral / active EE | $6,980 | $5,806+20.2% | $5,081+37.4% | $5,609+24.4% |
| Admin fee / account holder | $5,715 | $16,145-64.6% | $13,411-57.4% | $10,828-47.2% |