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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 | $42,709 | $97,732-56.3% | $83,831-49.1% | $135,380-68.5% |
| Participation rate | 68.2% | 80.0%-11.8pp | 76.1%-8.0pp | 82.6%-14.5pp |
| Annual return | -9.64% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,488 | $4,222-41.1% | $3,631-31.5% | $4,779-47.9% |
| Participant deferral / active EE | $5,520 | $4,683+17.9% | $4,082+35.2% | $5,609-1.6% |
| Admin fee / account holder | $3,599 | $6,675-46.1% | $5,479-34.3% | $10,828-66.8% |