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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 | $62,798 | $168,636-62.8% | $147,618-57.5% | $125,388-49.9% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -4.27% | 77.65%-81.9pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,917 | $6,252-69.3% | $5,565-65.5% | $4,866-60.6% |
| Participant deferral / active EE | $6,309 | $5,507+14.6% | $4,895+28.9% | $5,352+17.9% |
| Admin fee / account holder | $626 | $13,580-95.4% | $11,612-94.6% | $9,541-93.4% |