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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 | $45,938 | $88,603-48.2% | $69,890-34.3% | $134,545-65.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 70.5%-8.0pp | 81.2%-18.7pp |
| Annual return | -23.73% | 442.93%-466.7pp | 190.84%-214.6pp | 418.37%-442.1pp |
| Employer contribution / active EE | $3,050 | $3,236-5.7% | $2,560+19.1% | $4,742-35.7% |
| Participant deferral / active EE | $5,124 | $4,771+7.4% | $3,848+33.2% | $6,401-19.9% |
| Admin fee / account holder | $11,357 | $10,443+8.8% | $6,267+81.2% | $11,431-0.6% |