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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 | $33,917 | $160,028-78.8% | $147,080-76.9% | $145,884-76.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.21% | 98.60%-98.4pp | 420.17%-420.0pp | 551.85%-551.6pp |
| Employer contribution / active EE | $5,441 | $5,286+2.9% | $4,933+10.3% | $4,662+16.7% |
| Participant deferral / active EE | $19,434 | $8,422+130.7% | $8,066+140.9% | $6,690+190.5% |
| Admin fee / account holder | $11,074 | $15,030-26.3% | $12,989-14.7% | $13,392-17.3% |