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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 | $64,339 | $138,114-53.4% | $125,391-48.7% | $134,545-52.2% |
| Participation rate | 56.5% | 84.5%-28.0pp | 82.4%-25.9pp | 81.2%-24.7pp |
| Annual return | -22.48% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $2,611 | $5,246-50.2% | $4,816-45.8% | $4,742-44.9% |
| Participant deferral / active EE | $6,400 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $3,635 | $11,570-68.6% | $10,009-63.7% | $11,431-68.2% |