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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 | $71,861 | $56,197+27.9% | $67,652+6.2% | $59,633+20.5% |
| Participation rate | 64.0% | 71.5%-7.5pp | 75.7%-11.7pp | 68.7%-4.7pp |
| Annual return | -3.59% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,195 | $1,615+35.9% | $2,266-3.1% | $2,203-0.4% |
| Participant deferral / active EE | $1,637 | $2,844-42.4% | $3,560-54.0% | $3,192-48.7% |
| Admin fee / account holder | $2,319 | $3,958-41.4% | $4,821-51.9% | $4,297-46.0% |