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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 | $41,702 | $202,460-79.4% | $169,385-75.4% | $139,456-70.1% |
| Participation rate | 58.8% | 81.1%-22.3pp | 77.2%-18.3pp | 80.3%-21.5pp |
| Annual return | -8.70% | 532.07%-540.8pp | 405.82%-414.5pp | 373.45%-382.1pp |
| Employer contribution / active EE | $1,313 | $4,691-72.0% | $4,012-67.3% | $4,753-72.4% |
| Participant deferral / active EE | $3,237 | $6,938-53.3% | $6,221-48.0% | $6,711-51.8% |
| Admin fee / account holder | $15,020 | $10,719+40.1% | $9,011+66.7% | $11,407+31.7% |