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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 | $37,768 | $97,729-61.4% | $83,830-54.9% | $135,379-72.1% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -15.30% | 1287.52%-1302.8pp | 850.97%-866.3pp | 519.79%-535.1pp |
| Employer contribution / active EE | $2,231 | $4,222-47.2% | $3,631-38.6% | $4,779-53.3% |
| Participant deferral / active EE | $6,597 | $4,683+40.9% | $4,082+61.6% | $5,609+17.6% |
| Admin fee / account holder | $5,864 | $6,674-12.1% | $5,479+7.0% | $10,828-45.8% |