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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 | $40,708 | $180,459-77.4% | $154,108-73.6% | $135,380-69.9% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -10.03% | 888.21%-898.2pp | 735.21%-745.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,443 | $6,035-59.5% | $5,298-53.9% | $4,779-48.9% |
| Participant deferral / active EE | $5,904 | $5,806+1.7% | $5,081+16.2% | $5,609+5.3% |
| Admin fee / account holder | $3,116 | $16,145-80.7% | $13,411-76.8% | $10,828-71.2% |