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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 | $52,670 | $138,102-61.9% | $125,381-58.0% | $134,532-60.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -24.50% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,579 | $5,245-69.9% | $4,815-67.2% | $4,741-66.7% |
| Participant deferral / active EE | $8,990 | $7,801+15.2% | $7,448+20.7% | $6,401+40.4% |
| Admin fee / account holder | $1,160 | $11,568-90.0% | $10,007-88.4% | $11,429-89.9% |