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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 | $54,111 | $160,059-66.2% | $140,019-61.4% | $135,379-60.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -10.03% | 911.44%-921.5pp | 651.15%-661.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,002 | $6,420-68.8% | $5,605-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $6,222 | $7,641-18.6% | $6,927-10.2% | $5,609+10.9% |
| Admin fee / account holder | $727 | $13,328-94.5% | $10,705-93.2% | $10,828-93.3% |