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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 | $39,744 | $180,466-78.0% | $154,114-74.2% | $135,382-70.6% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -11.01% | 888.15%-899.2pp | 735.16%-746.2pp | 519.77%-530.8pp |
| Employer contribution / active EE | $2,007 | $6,035-66.7% | $5,298-62.1% | $4,779-58.0% |
| Participant deferral / active EE | $7,772 | $5,806+33.9% | $5,081+53.0% | $5,609+38.6% |
| Admin fee / account holder | $589 | $16,144-96.4% | $13,411-95.6% | $10,829-94.6% |