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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 | $43,657 | $190,916-77.1% | $160,037-72.7% | $134,545-67.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -20.74% | 552.79%-573.5pp | 408.95%-429.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,795 | $4,996-64.1% | $4,226-57.5% | $4,742-62.1% |
| Participant deferral / active EE | $4,390 | $6,925-36.6% | $6,184-29.0% | $6,401-31.4% |
| Admin fee / account holder | $472 | $10,497-95.5% | $8,716-94.6% | $11,431-95.9% |