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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 | $53,925 | $44,850+20.2% | $60,547-10.9% | $59,633-9.6% |
| Participation rate | 57.1% | 59.5%-2.3pp | 68.0%-10.8pp | 68.7%-11.5pp |
| Annual return | -4.90% | 1074.14%-1079.0pp | 335.64%-340.5pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $1,016 | $1,462-30.5% | $2,419-58.0% | $2,203-53.9% |
| Participant deferral / active EE | $3,013 | $2,230+35.1% | $3,328-9.5% | $3,192-5.6% |
| Admin fee / account holder | $503 | $3,635-86.2% | $4,536-88.9% | $4,297-88.3% |