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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 | $168,647 | $209,428-19.5% | $178,498-5.5% | $158,950+6.1% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 0.68% | 188.78%-188.1pp | 151.09%-150.4pp | 302.91%-302.2pp |
| Employer contribution / active EE | $2,004 | $5,707-64.9% | $5,011-60.0% | $4,762-57.9% |
| Participant deferral / active EE | $3,750 | $5,955-37.0% | $5,202-27.9% | $5,983-37.3% |
| Admin fee / account holder | $1,401 | $17,077-91.8% | $13,985-90.0% | $11,248-87.5% |