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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 | $47,859 | $160,059-70.1% | $140,019-65.8% | $135,380-64.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -16.50% | 911.48%-928.0pp | 651.17%-667.7pp | 519.81%-536.3pp |
| Employer contribution / active EE | $1,525 | $6,420-76.2% | $5,605-72.8% | $4,779-68.1% |
| Participant deferral / active EE | $4,630 | $7,641-39.4% | $6,927-33.2% | $5,609-17.5% |
| Admin fee / account holder | $1,052 | $13,328-92.1% | $10,705-90.2% | $10,828-90.3% |