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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 | $30,190 | $138,102-78.1% | $125,381-75.9% | $134,532-77.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.20% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,411 | $5,245-73.1% | $4,815-70.7% | $4,741-70.2% |
| Participant deferral / active EE | $6,461 | $7,801-17.2% | $7,448-13.2% | $6,401+0.9% |
| Admin fee / account holder | $5,324 | $11,568-54.0% | $10,007-46.8% | $11,429-53.4% |