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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 | $38,688 | $138,102-72.0% | $125,381-69.1% | $134,532-71.2% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -25.00% | 750.73%-775.7pp | 572.31%-597.3pp | 418.27%-443.3pp |
| Employer contribution / active EE | $2,392 | $5,245-54.4% | $4,815-50.3% | $4,741-49.6% |
| Participant deferral / active EE | $9,334 | $7,801+19.7% | $7,448+25.3% | $6,401+45.8% |
| Admin fee / account holder | $307 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |