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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 | $52,658 | $138,076-61.9% | $123,553-57.4% | $135,380-61.1% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -11.31% | 153.70%-165.0pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,317 | $5,152-74.4% | $4,628-71.5% | $4,779-72.4% |
| Participant deferral / active EE | $2,832 | $6,800-58.3% | $6,426-55.9% | $5,609-49.5% |
| Admin fee / account holder | $743 | $10,917-93.2% | $9,284-92.0% | $10,828-93.1% |