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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 | $108,159 | $104,106+3.9% | $71,086+52.2% | $135,377-20.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -14.76% | 1256.30%-1271.1pp | 650.59%-665.3pp | 519.75%-534.5pp |
| Employer contribution / active EE | $1,025 | $1,485-31.0% | $1,088-5.8% | $4,779-78.6% |
| Participant deferral / active EE | $3,561 | $2,527+40.9% | $1,874+90.0% | $5,609-36.5% |
| Admin fee / account holder | $1,247 | $4,142-69.9% | $3,082-59.5% | $10,828-88.5% |