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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 | $58,401 | $138,078-57.7% | $125,363-53.4% | $134,509-56.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -33.58% | 750.49%-784.1pp | 572.15%-605.7pp | 418.13%-451.7pp |
| Employer contribution / active EE | $2,618 | $5,245-50.1% | $4,815-45.6% | $4,741-44.8% |
| Participant deferral / active EE | $5,539 | $7,800-29.0% | $7,447-25.6% | $6,400-13.5% |
| Admin fee / account holder | $559 | $11,566-95.2% | $10,005-94.4% | $11,427-95.1% |