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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 | $34,315 | $138,102-75.2% | $125,381-72.6% | $134,532-74.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.47% | 750.73%-772.2pp | 572.31%-593.8pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,943 | $5,245-63.0% | $4,815-59.7% | $4,741-59.0% |
| Participant deferral / active EE | $9,880 | $7,801+26.7% | $7,448+32.7% | $6,401+54.4% |
| Admin fee / account holder | $428 | $11,568-96.3% | $10,007-95.7% | $11,429-96.3% |