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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 | $11,737 | $76,519-84.7% | $56,025-79.1% | $145,897-92.0% |
| Participation rate | 27.8% | 63.2%-35.5pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | -6.09% | 3017.03%-3023.1pp | 1712.69%-1718.8pp | 552.29%-558.4pp |
| Employer contribution / active EE | $331 | $1,383-76.1% | $1,042-68.2% | $4,663-92.9% |
| Participant deferral / active EE | $606 | $2,624-76.9% | $1,955-69.0% | $6,689-90.9% |
| Admin fee / account holder | $957 | $3,331-71.3% | $2,828-66.2% | $13,390-92.9% |