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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 | $107,745 | $82,630+30.4% | $64,105+68.1% | $125,389-14.1% |
| Participation rate | 44.4% | 75.9%-31.4pp | 68.2%-23.7pp | 83.2%-38.7pp |
| Annual return | -4.58% | 1489.72%-1494.3pp | 791.24%-795.8pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,054 | $2,671-60.5% | $1,820-42.1% | $4,866-78.3% |
| Participant deferral / active EE | $5,879 | $3,608+62.9% | $2,822+108.4% | $5,352+9.9% |
| Admin fee / account holder | $982 | $6,382-84.6% | $4,499-78.2% | $9,541-89.7% |