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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 | $63,885 | $160,059-60.1% | $140,019-54.4% | $135,380-52.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -11.25% | 911.48%-922.7pp | 651.17%-662.4pp | 519.81%-531.1pp |
| Employer contribution / active EE | $3,085 | $6,420-51.9% | $5,605-45.0% | $4,779-35.4% |
| Participant deferral / active EE | $6,869 | $7,641-10.1% | $6,927-0.8% | $5,609+22.5% |
| Admin fee / account holder | $1,326 | $13,328-90.1% | $10,705-87.6% | $10,828-87.8% |