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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 | $64,852 | $209,425-69.0% | $178,499-63.7% | $158,966-59.2% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | -20.03% | 188.80%-208.8pp | 151.10%-171.1pp | 302.95%-323.0pp |
| Employer contribution / active EE | $5,500 | $5,707-3.6% | $5,011+9.8% | $4,762+15.5% |
| Participant deferral / active EE | $5,688 | $5,955-4.5% | $5,202+9.3% | $5,983-4.9% |
| Admin fee / account holder | $604 | $17,078-96.5% | $13,986-95.7% | $11,250-94.6% |