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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 | $59,044 | $76,522-22.8% | $56,033+5.4% | $145,884-59.5% |
| Participation rate | 23.1% | 63.2%-40.1pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 0.48% | 3014.28%-3013.8pp | 1711.38%-1710.9pp | 551.85%-551.4pp |
| Employer contribution / active EE | $112 | $1,382-91.9% | $1,041-89.2% | $4,662-97.6% |
| Participant deferral / active EE | $4,887 | $2,624+86.3% | $1,954+150.1% | $6,690-26.9% |
| Admin fee / account holder | $16,124 | $3,328+384.5% | $2,827+470.4% | $13,392+20.4% |