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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 | $38,230 | $183,539-79.2% | $155,556-75.4% | $145,897-73.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | -0.48% | 61.31%-61.8pp | 64.84%-65.3pp | 552.29%-552.8pp |
| Employer contribution / active EE | $8,784 | $5,315+65.3% | $4,675+87.9% | $4,663+88.4% |
| Participant deferral / active EE | $4,774 | $6,467-26.2% | $5,631-15.2% | $6,689-28.6% |
| Admin fee / account holder | $3,181 | $19,275-83.5% | $15,885-80.0% | $13,390-76.2% |