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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 | $20,890 | $138,102-84.9% | $125,381-83.3% | $134,532-84.5% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -23.51% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,885 | $5,245-45.0% | $4,815-40.1% | $4,741-39.1% |
| Participant deferral / active EE | $7,411 | $7,801-5.0% | $7,448-0.5% | $6,401+15.8% |
| Admin fee / account holder | $1,478 | $11,568-87.2% | $10,007-85.2% | $11,429-87.1% |