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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 | $36,899 | $180,459-79.6% | $154,108-76.1% | $135,380-72.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -13.73% | 888.21%-901.9pp | 735.21%-748.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $1,538 | $6,035-74.5% | $5,298-71.0% | $4,779-67.8% |
| Participant deferral / active EE | $5,526 | $5,806-4.8% | $5,081+8.8% | $5,609-1.5% |
| Admin fee / account holder | $385 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |