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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 | $60,335 | $124,175-51.4% | $108,405-44.3% | $167,536-64.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | -5.08% | 1380.13%-1385.2pp | 905.55%-910.6pp | 478.82%-483.9pp |
| Employer contribution / active EE | $3,089 | $4,188-26.2% | $3,559-13.2% | $4,839-36.2% |
| Participant deferral / active EE | $11,374 | $6,908+64.6% | $6,563+73.3% | $6,342+79.3% |
| Admin fee / account holder | $7,149 | $9,457-24.4% | $7,297-2.0% | $12,315-41.9% |