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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 | $30,518 | $180,459-83.1% | $154,108-80.2% | $135,380-77.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.10% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,374 | $6,035-60.7% | $5,298-55.2% | $4,779-50.3% |
| Participant deferral / active EE | $3,216 | $5,806-44.6% | $5,081-36.7% | $5,609-42.7% |
| Admin fee / account holder | $3,191 | $16,145-80.2% | $13,411-76.2% | $10,828-70.5% |