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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 | $64,248 | $90,617-29.1% | $79,476-19.2% | $135,382-52.5% |
| Participation rate | 61.5% | 76.1%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -11.18% | 977.57%-988.7pp | 718.21%-729.4pp | 519.77%-530.9pp |
| Employer contribution / active EE | $3,021 | $3,068-1.5% | $2,800+7.9% | $4,779-36.8% |
| Participant deferral / active EE | $4,344 | $4,050+7.2% | $3,704+17.3% | $5,609-22.6% |
| Admin fee / account holder | $411 | $5,907-93.0% | $5,113-92.0% | $10,829-96.2% |