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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 | $89,830 | $72,071+24.6% | $68,368+31.4% | $137,256-34.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | -17.59% | 353.14%-370.7pp | 292.57%-310.2pp | 220.34%-237.9pp |
| Employer contribution / active EE | $7,163 | $2,788+156.9% | $2,649+170.4% | $4,156+72.4% |
| Participant deferral / active EE | $7,163 | $4,410+62.4% | $4,123+73.8% | $6,407+11.8% |
| Admin fee / account holder | $22,014 | $5,336+312.6% | $5,150+327.5% | $12,270+79.4% |