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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 | $51,903 | $135,639-61.7% | $110,241-52.9% | $135,382-61.7% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -11.46% | 513.21%-524.7pp | 314.75%-326.2pp | 519.77%-531.2pp |
| Employer contribution / active EE | $1,242 | $4,907-74.7% | $3,827-67.5% | $4,779-74.0% |
| Participant deferral / active EE | $1,787 | $5,507-67.6% | $4,672-61.8% | $5,609-68.1% |
| Admin fee / account holder | $372 | $11,457-96.8% | $8,548-95.6% | $10,829-96.6% |