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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 | $57,706 | $138,078-58.2% | $125,363-54.0% | $134,509-57.1% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -25.23% | 750.49%-775.7pp | 572.15%-597.4pp | 418.13%-443.4pp |
| Employer contribution / active EE | $9,337 | $5,245+78.0% | $4,815+93.9% | $4,741+97.0% |
| Participant deferral / active EE | $5,929 | $7,800-24.0% | $7,447-20.4% | $6,400-7.4% |
| Admin fee / account holder | $1,093 | $11,566-90.6% | $10,005-89.1% | $11,427-90.4% |