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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 | $42,672 | $97,732-56.3% | $83,831-49.1% | $135,380-68.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -11.13% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,885 | $4,222-55.3% | $3,631-48.1% | $4,779-60.5% |
| Participant deferral / active EE | $4,266 | $4,683-8.9% | $4,082+4.5% | $5,609-23.9% |
| Admin fee / account holder | $2,149 | $6,675-67.8% | $5,479-60.8% | $10,828-80.2% |