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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 | $67,472 | $92,743-27.2% | $82,744-18.5% | $134,532-49.8% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -21.71% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,893 | $3,273-42.2% | $3,008-37.1% | $4,741-60.1% |
| Participant deferral / active EE | $5,158 | $4,802+7.4% | $4,395+17.4% | $6,401-19.4% |
| Admin fee / account holder | $493 | $5,977-91.8% | $5,325-90.7% | $11,429-95.7% |