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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 | $41,164 | $138,078-70.2% | $125,363-67.2% | $134,509-69.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -21.10% | 750.49%-771.6pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $2,344 | $5,245-55.3% | $4,815-51.3% | $4,741-50.5% |
| Participant deferral / active EE | $7,227 | $7,800-7.3% | $7,447-3.0% | $6,400+12.9% |
| Admin fee / account holder | $559 | $11,566-95.2% | $10,005-94.4% | $11,427-95.1% |