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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 | $45,062 | $160,059-71.8% | $140,019-67.8% | $135,379-66.7% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -10.07% | 911.44%-921.5pp | 651.15%-661.2pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,322 | $7,641+35.1% | $6,927+49.0% | $5,609+84.0% |
| Admin fee / account holder | $777 | $13,328-94.2% | $10,705-92.7% | $10,828-92.8% |