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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 | $88,563 | $168,635-47.5% | $147,617-40.0% | $125,389-29.4% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -3.96% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,430 | $6,252-61.1% | $5,564-56.3% | $4,866-50.1% |
| Participant deferral / active EE | $4,920 | $5,507-10.7% | $4,895+0.5% | $5,352-8.1% |
| Admin fee / account holder | $1,037 | $13,580-92.4% | $11,612-91.1% | $9,541-89.1% |