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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 | $33,955 | $138,114-75.4% | $125,391-72.9% | $134,545-74.8% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.1pp |
| Annual return | -23.43% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,174 | $5,246-77.6% | $4,816-75.6% | $4,742-75.2% |
| Participant deferral / active EE | $3,245 | $7,801-58.4% | $7,448-56.4% | $6,401-49.3% |
| Admin fee / account holder | $20,359 | $11,570+76.0% | $10,009+103.4% | $11,431+78.1% |