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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 | $48,961 | $97,729-49.9% | $83,830-41.6% | $135,379-63.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -15.27% | 1287.52%-1302.8pp | 850.97%-866.2pp | 519.79%-535.1pp |
| Employer contribution / active EE | $1,295 | $4,222-69.3% | $3,631-64.3% | $4,779-72.9% |
| Participant deferral / active EE | $8,325 | $4,683+77.8% | $4,082+103.9% | $5,609+48.4% |
| Admin fee / account holder | $3,883 | $6,674-41.8% | $5,479-29.1% | $10,828-64.1% |