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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 | $60,839 | $180,466-66.3% | $154,114-60.5% | $135,382-55.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.30% | 888.15%-898.5pp | 735.16%-745.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $1,478 | $6,035-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $7,861 | $5,806+35.4% | $5,081+54.7% | $5,609+40.2% |
| Admin fee / account holder | $1,025 | $16,144-93.6% | $13,411-92.4% | $10,829-90.5% |