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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 | $30,724 | $154,228-80.1% | $145,433-78.9% | $137,256-77.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -2.87% | 74.59%-77.5pp | 66.58%-69.4pp | 220.34%-223.2pp |
| Employer contribution / active EE | $2,646 | $4,804-44.9% | $4,554-41.9% | $4,156-36.3% |
| Participant deferral / active EE | $2,858 | $8,216-65.2% | $7,897-63.8% | $6,407-55.4% |
| Admin fee / account holder | $13,861 | $14,344-3.4% | $13,129+5.6% | $12,270+13.0% |