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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 | $56,316 | $76,634-26.5% | $56,054+0.5% | $145,978-61.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.1pp |
| Annual return | -2.80% | 3004.33%-3007.1pp | 1705.95%-1708.7pp | 550.52%-553.3pp |
| Employer contribution / active EE | $1,096 | $1,380-20.6% | $1,039+5.5% | $4,662-76.5% |
| Participant deferral / active EE | $2,293 | $2,622-12.6% | $1,952+17.4% | $6,690-65.7% |
| Admin fee / account holder | $2,221 | $3,321-33.1% | $2,822-21.3% | $13,400-83.4% |