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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 | $24,805 | $88,702-72.0% | $81,780-69.7% | $145,978-83.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | -3.01% | 1029.12%-1032.1pp | 776.27%-779.3pp | 550.52%-553.5pp |
| Employer contribution / active EE | $5,270 | $3,084+70.9% | $2,914+80.9% | $4,662+13.1% |
| Participant deferral / active EE | $6,431 | $4,645+38.4% | $4,321+48.8% | $6,690-3.9% |
| Admin fee / account holder | $7,380 | $8,414-12.3% | $7,384-0.1% | $13,400-44.9% |