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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 | $39,101 | $97,761-60.0% | $83,850-53.4% | $135,382-71.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -12.36% | 1287.44%-1299.8pp | 850.92%-863.3pp | 519.77%-532.1pp |
| Employer contribution / active EE | $1,919 | $4,222-54.5% | $3,631-47.1% | $4,779-59.8% |
| Participant deferral / active EE | $6,047 | $4,682+29.1% | $4,082+48.1% | $5,609+7.8% |
| Admin fee / account holder | $543 | $6,674-91.9% | $5,478-90.1% | $10,829-95.0% |