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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 | $38,659 | $183,978-79.0% | $162,171-76.2% | $152,885-74.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | -49.89% | 150.78%-200.7pp | 115.60%-165.5pp | 345.39%-395.3pp |
| Employer contribution / active EE | $3,621 | $6,370-43.2% | $5,613-35.5% | $4,763-24.0% |
| Participant deferral / active EE | $4,624 | $8,033-42.4% | $7,297-36.6% | $5,851-21.0% |
| Admin fee / account holder | $3,540 | $13,122-73.0% | $10,843-67.4% | $11,598-69.5% |