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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 | $95,392 | $180,466-47.1% | $154,114-38.1% | $135,382-29.5% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -8.89% | 888.15%-897.0pp | 735.16%-744.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $2,603 | $6,035-56.9% | $5,298-50.9% | $4,779-45.5% |
| Participant deferral / active EE | $5,659 | $5,806-2.5% | $5,081+11.4% | $5,609+0.9% |
| Admin fee / account holder | $3,923 | $16,144-75.7% | $13,411-70.7% | $10,829-63.8% |