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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 | $52,054 | $97,729-46.7% | $83,830-37.9% | $135,379-61.5% |
| Participation rate | 54.2% | 80.0%-25.8pp | 76.1%-22.0pp | 82.6%-28.5pp |
| Annual return | -9.67% | 1287.52%-1297.2pp | 850.97%-860.6pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,726 | $4,222-59.1% | $3,631-52.5% | $4,779-63.9% |
| Participant deferral / active EE | $4,675 | $4,683-0.2% | $4,082+14.5% | $5,609-16.7% |
| Admin fee / account holder | $990 | $6,674-85.2% | $5,479-81.9% | $10,828-90.9% |