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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 | $40,896 | $97,732-58.2% | $83,831-51.2% | $135,380-69.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -11.03% | 1287.56%-1298.6pp | 850.99%-862.0pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,601 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $4,567 | $4,683-2.5% | $4,082+11.9% | $5,609-18.6% |
| Admin fee / account holder | $386 | $6,675-94.2% | $5,479-92.9% | $10,828-96.4% |