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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 | $15,804 | $138,102-88.6% | $125,381-87.4% | $134,532-88.3% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -22.98% | 750.73%-773.7pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $1,577 | $5,245-69.9% | $4,815-67.2% | $4,741-66.7% |
| Participant deferral / active EE | $4,230 | $7,801-45.8% | $7,448-43.2% | $6,401-33.9% |
| Admin fee / account holder | $506 | $11,568-95.6% | $10,007-94.9% | $11,429-95.6% |