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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 | $40,339 | $138,078-70.8% | $125,363-67.8% | $134,509-70.0% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -29.53% | 750.49%-780.0pp | 572.15%-601.7pp | 418.13%-447.7pp |
| Employer contribution / active EE | $1,255 | $5,245-76.1% | $4,815-73.9% | $4,741-73.5% |
| Participant deferral / active EE | $5,645 | $7,800-27.6% | $7,447-24.2% | $6,400-11.8% |
| Admin fee / account holder | $4,093 | $11,566-64.6% | $10,005-59.1% | $11,427-64.2% |