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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 | $42,488 | $138,102-69.2% | $125,381-66.1% | $134,532-68.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -42.32% | 750.73%-793.0pp | 572.31%-614.6pp | 418.27%-460.6pp |
| Employer contribution / active EE | $9,491 | $5,245+80.9% | $4,815+97.1% | $4,741+100.2% |
| Participant deferral / active EE | $5,139 | $7,801-34.1% | $7,448-31.0% | $6,401-19.7% |
| Admin fee / account holder | $1,328 | $11,568-88.5% | $10,007-86.7% | $11,429-88.4% |