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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 | $52,406 | $90,530-42.1% | $76,030-31.1% | $145,897-64.1% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -4.04% | 625.08%-629.1pp | 361.54%-365.6pp | 552.29%-556.3pp |
| Employer contribution / active EE | $936 | $3,319-71.8% | $2,688-65.2% | $4,663-79.9% |
| Participant deferral / active EE | $1,586 | $5,164-69.3% | $4,257-62.8% | $6,689-76.3% |
| Admin fee / account holder | $8,240 | $8,383-1.7% | $6,421+28.3% | $13,390-38.5% |