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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 | $78,625 | $138,068-43.1% | $125,358-37.3% | $134,493-41.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.74% | 750.30%-772.0pp | 572.03%-593.8pp | 418.01%-439.8pp |
| Employer contribution / active EE | $1,759 | $5,244-66.5% | $4,814-63.5% | $4,740-62.9% |
| Participant deferral / active EE | $3,476 | $7,799-55.4% | $7,447-53.3% | $6,400-45.7% |
| Admin fee / account holder | $612 | $11,568-94.7% | $10,007-93.9% | $11,425-94.6% |