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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 | $47,140 | $100,911-53.3% | $90,440-47.9% | $158,966-70.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -30.71% | 1726.62%-1757.3pp | 1294.38%-1325.1pp | 302.95%-333.7pp |
| Employer contribution / active EE | $2,369 | $3,690-35.8% | $3,263-27.4% | $4,762-50.2% |
| Participant deferral / active EE | $6,136 | $4,348+41.1% | $3,964+54.8% | $5,983+2.6% |
| Admin fee / account holder | $5,965 | $6,507-8.3% | $5,615+6.2% | $11,250-47.0% |