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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 | $67,624 | $97,732-30.8% | $83,831-19.3% | $135,380-50.0% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | -11.39% | 1287.56%-1298.9pp | 850.99%-862.4pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,723 | $4,222-59.2% | $3,631-52.5% | $4,779-63.9% |
| Participant deferral / active EE | $2,885 | $4,683-38.4% | $4,082-29.3% | $5,609-48.6% |
| Admin fee / account holder | $12,587 | $6,675+88.6% | $5,479+129.7% | $10,828+16.2% |