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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 | $69,587 | $82,630-15.8% | $64,105+8.6% | $125,389-44.5% |
| Participation rate | 65.0% | 75.9%-10.9pp | 68.2%-3.2pp | 83.2%-18.2pp |
| Annual return | -4.29% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,261 | $2,671-52.8% | $1,820-30.7% | $4,866-74.1% |
| Participant deferral / active EE | $3,012 | $3,608-16.5% | $2,822+6.7% | $5,352-43.7% |
| Admin fee / account holder | $443 | $6,382-93.1% | $4,499-90.2% | $9,541-95.4% |