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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 | $62,354 | $60,119+3.7% | $90,430-31.0% | $79,858-21.9% |
| Participation rate | 63.3% | 65.0%-1.6pp | 72.7%-9.4pp | 69.6%-6.3pp |
| Annual return | -1.42% | 71.94%-73.4pp | 1293.73%-1295.1pp | 31.72%-33.1pp |
| Employer contribution / active EE | $683 | $2,068-67.0% | $3,262-79.1% | $2,471-72.4% |
| Participant deferral / active EE | $2,932 | $2,938-0.2% | $3,963-26.0% | $3,740-21.6% |
| Admin fee / account holder | $8,844 | $3,976+122.4% | $5,613+57.6% | $5,306+66.7% |