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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 | $33,315 | $138,114-75.9% | $125,391-73.4% | $134,545-75.2% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -23.55% | 750.88%-774.4pp | 572.41%-596.0pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,709 | $5,246-67.4% | $4,816-64.5% | $4,742-64.0% |
| Participant deferral / active EE | $6,225 | $7,801-20.2% | $7,448-16.4% | $6,401-2.8% |
| Admin fee / account holder | $624 | $11,570-94.6% | $10,009-93.8% | $11,431-94.5% |