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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 | $118,075 | $100,938+17.0% | $90,461+30.5% | $158,982-25.7% |
| Participation rate | 39.1% | 75.0%-35.9pp | 72.7%-33.6pp | 82.0%-42.8pp |
| Annual return | -6.64% | 1727.20%-1733.8pp | 1294.76%-1301.4pp | 302.99%-309.6pp |
| Employer contribution / active EE | $436 | $3,691-88.2% | $3,264-86.6% | $4,763-90.8% |
| Participant deferral / active EE | $4,550 | $4,350+4.6% | $3,964+14.8% | $5,983-24.0% |
| Admin fee / account holder | $1,062 | $6,510-83.7% | $5,617-81.1% | $11,252-90.6% |