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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 | $62,097 | $97,729-36.5% | $83,830-25.9% | $135,379-54.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -14.09% | 1287.52%-1301.6pp | 850.97%-865.1pp | 519.79%-533.9pp |
| Employer contribution / active EE | $1,305 | $4,222-69.1% | $3,631-64.1% | $4,779-72.7% |
| Participant deferral / active EE | $5,569 | $4,683+18.9% | $4,082+36.4% | $5,609-0.7% |
| Admin fee / account holder | $577 | $6,674-91.4% | $5,479-89.5% | $10,828-94.7% |