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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 | $26,380 | $82,630-68.1% | $64,105-58.8% | $125,389-79.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -6.63% | 1489.72%-1496.3pp | 791.24%-797.9pp | 282.24%-288.9pp |
| Employer contribution / active EE | $5,373 | $2,671+101.2% | $1,820+195.2% | $4,866+10.4% |
| Participant deferral / active EE | $8,743 | $3,608+142.3% | $2,822+209.9% | $5,352+63.4% |
| Admin fee / account holder | $12,664 | $6,382+98.4% | $4,499+181.5% | $9,541+32.7% |