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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 | $112,355 | $197,819-43.2% | $155,789-27.9% | $125,389-10.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -3.76% | 86.73%-90.5pp | 71.54%-75.3pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,170 | $4,850-75.9% | $3,839-69.5% | $4,866-76.0% |
| Participant deferral / active EE | $1,418 | $5,631-74.8% | $4,798-70.4% | $5,352-73.5% |
| Admin fee / account holder | $31,153 | $9,544+226.4% | $7,477+316.6% | $9,541+226.5% |