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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 | $36,217 | $180,466-79.9% | $154,114-76.5% | $135,382-73.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -12.14% | 888.15%-900.3pp | 735.16%-747.3pp | 519.77%-531.9pp |
| Employer contribution / active EE | $1,496 | $6,035-75.2% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $4,019 | $5,806-30.8% | $5,081-20.9% | $5,609-28.4% |
| Admin fee / account holder | $491 | $16,144-97.0% | $13,411-96.3% | $10,829-95.5% |