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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 | $15,913 | $92,766-82.8% | $82,763-80.8% | $134,545-88.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -109.72% | 946.97%-1056.7pp | 702.45%-812.2pp | 418.37%-528.1pp |
| Employer contribution / active EE | $7,801 | $3,273+138.3% | $3,008+159.3% | $4,742+64.5% |
| Participant deferral / active EE | $3,266 | $4,802-32.0% | $4,395-25.7% | $6,401-49.0% |
| Admin fee / account holder | $591 | $5,978-90.1% | $5,325-88.9% | $11,431-94.8% |