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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 | $25,919 | $138,114-81.2% | $125,391-79.3% | $134,545-80.7% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -22.62% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $2,493 | $5,246-52.5% | $4,816-48.2% | $4,742-47.4% |
| Participant deferral / active EE | $5,122 | $7,801-34.3% | $7,448-31.2% | $6,401-20.0% |
| Admin fee / account holder | $14,399 | $11,570+24.5% | $10,009+43.9% | $11,431+26.0% |