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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 | $51,504 | $180,459-71.5% | $154,108-66.6% | $135,380-62.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -13.29% | 888.21%-901.5pp | 735.21%-748.5pp | 519.81%-533.1pp |
| Employer contribution / active EE | $2,971 | $6,035-50.8% | $5,298-43.9% | $4,779-37.8% |
| Participant deferral / active EE | $2,704 | $5,806-53.4% | $5,081-46.8% | $5,609-51.8% |
| Admin fee / account holder | $5,434 | $16,145-66.3% | $13,411-59.5% | $10,828-49.8% |