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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 | $54,818 | $180,462-69.6% | $154,111-64.4% | $135,379-59.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -12.11% | 888.17%-900.3pp | 735.18%-747.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $2,880 | $6,036-52.3% | $5,298-45.6% | $4,779-39.7% |
| Participant deferral / active EE | $6,803 | $5,806+17.2% | $5,081+33.9% | $5,609+21.3% |
| Admin fee / account holder | $467 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |