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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 | $25,059 | $138,102-81.9% | $125,381-80.0% | $134,532-81.4% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -22.39% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,785 | $5,245-27.8% | $4,815-21.4% | $4,741-20.2% |
| Participant deferral / active EE | $3,700 | $7,801-52.6% | $7,448-50.3% | $6,401-42.2% |
| Admin fee / account holder | $317 | $11,568-97.3% | $10,007-96.8% | $11,429-97.2% |