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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 | $63,994 | $138,078-53.7% | $125,363-49.0% | $134,509-52.4% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -22.12% | 750.49%-772.6pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,536 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $4,286 | $7,800-45.1% | $7,447-42.4% | $6,400-33.0% |
| Admin fee / account holder | $3,151 | $11,566-72.8% | $10,005-68.5% | $11,427-72.4% |