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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 | $35,368 | $180,462-80.4% | $154,111-77.1% | $135,379-73.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.45% | 888.17%-900.6pp | 735.18%-747.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,290 | $6,036-78.6% | $5,298-75.7% | $4,779-73.0% |
| Participant deferral / active EE | $2,827 | $5,806-51.3% | $5,081-44.4% | $5,609-49.6% |
| Admin fee / account holder | $556 | $16,145-96.6% | $13,411-95.9% | $10,828-94.9% |