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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 | $50,557 | $90,617-44.2% | $79,476-36.4% | $135,382-62.7% |
| Participation rate | 64.3% | 76.1%-11.8pp | 73.3%-9.1pp | 82.6%-18.4pp |
| Annual return | -9.91% | 977.57%-987.5pp | 718.21%-728.1pp | 519.77%-529.7pp |
| Employer contribution / active EE | $2,074 | $3,068-32.4% | $2,800-25.9% | $4,779-56.6% |
| Participant deferral / active EE | $4,956 | $4,050+22.4% | $3,704+33.8% | $5,609-11.6% |
| Admin fee / account holder | $2,301 | $5,907-61.1% | $5,113-55.0% | $10,829-78.8% |