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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 | $61,223 | $90,691-32.5% | $76,119-19.6% | $145,884-58.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -0.52% | 624.52%-625.0pp | 361.25%-361.8pp | 551.85%-552.4pp |
| Employer contribution / active EE | $2,176 | $3,329-34.6% | $2,693-19.2% | $4,662-53.3% |
| Participant deferral / active EE | $4,184 | $5,167-19.0% | $4,259-1.8% | $6,690-37.5% |
| Admin fee / account holder | $2,225 | $8,383-73.5% | $6,421-65.4% | $13,392-83.4% |