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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 | $69,125 | $176,105-60.7% | $159,474-56.7% | $167,536-58.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -1.48% | 331.91%-333.4pp | 263.68%-265.2pp | 478.82%-480.3pp |
| Employer contribution / active EE | $2,684 | $5,299-49.3% | $4,831-44.4% | $4,839-44.5% |
| Participant deferral / active EE | $7,872 | $7,751+1.6% | $7,353+7.1% | $6,342+24.1% |
| Admin fee / account holder | $12,965 | $12,559+3.2% | $10,802+20.0% | $12,315+5.3% |