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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 | $138,114-43.1% | $125,391-37.3% | $134,545-41.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.74% | 750.88%-772.6pp | 572.41%-594.1pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,759 | $5,246-66.5% | $4,816-63.5% | $4,742-62.9% |
| Participant deferral / active EE | $3,476 | $7,801-55.4% | $7,448-53.3% | $6,401-45.7% |
| Admin fee / account holder | $612 | $11,570-94.7% | $10,009-93.9% | $11,431-94.6% |