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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 | $47,383 | $180,462-73.7% | $154,111-69.3% | $135,379-65.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -11.59% | 888.17%-899.8pp | 735.18%-746.8pp | 519.79%-531.4pp |
| Employer contribution / active EE | $5,356 | $6,036-11.3% | $5,298+1.1% | $4,779+12.1% |
| Participant deferral / active EE | $5,356 | $5,806-7.8% | $5,081+5.4% | $5,609-4.5% |
| Admin fee / account holder | $2,443 | $16,145-84.9% | $13,411-81.8% | $10,828-77.4% |