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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 | $59,378 | $180,466-67.1% | $154,114-61.5% | $135,382-56.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -9.14% | 888.15%-897.3pp | 735.16%-744.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,345 | $6,035-77.7% | $5,298-74.6% | $4,779-71.9% |
| Participant deferral / active EE | $3,311 | $5,806-43.0% | $5,081-34.8% | $5,609-41.0% |
| Admin fee / account holder | $9,413 | $16,144-41.7% | $13,411-29.8% | $10,829-13.1% |