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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 | $38,077 | $135,645-71.9% | $110,243-65.5% | $135,379-71.9% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -16.55% | 513.24%-529.8pp | 314.76%-331.3pp | 519.79%-536.3pp |
| Employer contribution / active EE | $4,395 | $4,907-10.4% | $3,827+14.9% | $4,779-8.0% |
| Participant deferral / active EE | $7,552 | $5,507+37.1% | $4,672+61.6% | $5,609+34.6% |
| Admin fee / account holder | $7,049 | $11,458-38.5% | $8,548-17.5% | $10,828-34.9% |