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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 | $40,051 | $92,684-56.8% | $82,706-51.6% | $134,509-70.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.69% | 945.84%-969.5pp | 701.76%-725.4pp | 418.13%-441.8pp |
| Employer contribution / active EE | $4,424 | $3,272+35.2% | $3,007+47.1% | $4,741-6.7% |
| Participant deferral / active EE | $5,497 | $4,800+14.5% | $4,394+25.1% | $6,400-14.1% |
| Admin fee / account holder | $1,031 | $5,982-82.8% | $5,329-80.6% | $11,427-91.0% |