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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 | $154,044 | $180,466-14.6% | $154,1140% | $135,382+13.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -12.96% | 888.15%-901.1pp | 735.16%-748.1pp | 519.77%-532.7pp |
| Employer contribution / active EE | $1,429 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $5,420 | $5,806-6.7% | $5,081+6.7% | $5,609-3.4% |
| Admin fee / account holder | $812 | $16,144-95.0% | $13,411-93.9% | $10,829-92.5% |