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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 | $70,352 | $138,114-49.1% | $125,391-43.9% | $134,545-47.7% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -33.15% | 750.88%-784.0pp | 572.41%-605.6pp | 418.37%-451.5pp |
| Employer contribution / active EE | $1,016 | $5,246-80.6% | $4,816-78.9% | $4,742-78.6% |
| Participant deferral / active EE | $5,565 | $7,801-28.7% | $7,448-25.3% | $6,401-13.1% |
| Admin fee / account holder | $706 | $11,570-93.9% | $10,009-93.0% | $11,431-93.8% |