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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 | $35,529 | $138,102-74.3% | $125,381-71.7% | $134,532-73.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.94% | 750.73%-773.7pp | 572.31%-595.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $3,127 | $5,245-40.4% | $4,815-35.1% | $4,741-34.1% |
| Participant deferral / active EE | $7,085 | $7,801-9.2% | $7,448-4.9% | $6,401+10.7% |
| Admin fee / account holder | $1,040 | $11,568-91.0% | $10,007-89.6% | $11,429-90.9% |