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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 | $76,522-84.7% | $56,033-79.1% | $145,884-92.0% |
| Participation rate | 27.8% | 63.2%-35.4pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | -6.09% | 3014.28%-3020.4pp | 1711.38%-1717.5pp | 551.85%-557.9pp |
| Employer contribution / active EE | $331 | $1,382-76.0% | $1,041-68.2% | $4,662-92.9% |
| Participant deferral / active EE | $606 | $2,624-76.9% | $1,954-69.0% | $6,690-90.9% |
| Admin fee / account holder | $957 | $3,328-71.3% | $2,827-66.2% | $13,392-92.9% |