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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 | $50,033 | $180,466-72.3% | $154,114-67.5% | $135,382-63.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.85% | 888.15%-897.0pp | 735.16%-744.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $3,312 | $6,035-45.1% | $5,298-37.5% | $4,779-30.7% |
| Participant deferral / active EE | $6,287 | $5,806+8.3% | $5,081+23.7% | $5,609+12.1% |
| Admin fee / account holder | $1,175 | $16,144-92.7% | $13,411-91.2% | $10,829-89.2% |