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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 | $45,084 | $183,988-75.5% | $162,177-72.2% | $152,897-70.5% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | -1.39% | 150.79%-152.2pp | 115.60%-117.0pp | 345.43%-346.8pp |
| Employer contribution / active EE | $1,765 | $6,370-72.3% | $5,613-68.6% | $4,764-63.0% |
| Participant deferral / active EE | $7,890 | $8,032-1.8% | $7,297+8.1% | $5,851+34.8% |
| Admin fee / account holder | $35,094 | $13,123+167.4% | $10,843+223.6% | $11,599+202.5% |