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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 | $67,036 | $138,102-51.5% | $125,381-46.5% | $134,532-50.2% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -24.19% | 750.73%-774.9pp | 572.31%-596.5pp | 418.27%-442.5pp |
| Employer contribution / active EE | $4,633 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $10,439 | $7,801+33.8% | $7,448+40.2% | $6,401+63.1% |
| Admin fee / account holder | $2,659 | $11,568-77.0% | $10,007-73.4% | $11,429-76.7% |