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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 | $31,670 | $180,459-82.5% | $154,108-79.4% | $135,380-76.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -15.59% | 888.21%-903.8pp | 735.21%-750.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $5,134 | $6,035-14.9% | $5,298-3.1% | $4,779+7.4% |
| Participant deferral / active EE | $5,250 | $5,806-9.6% | $5,081+3.3% | $5,609-6.4% |
| Admin fee / account holder | $2,605 | $16,145-83.9% | $13,411-80.6% | $10,828-75.9% |