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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 | $14,419 | $97,732-85.2% | $83,831-82.8% | $135,380-89.3% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -16.02% | 1287.56%-1303.6pp | 850.99%-867.0pp | 519.81%-535.8pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $5,545 | $4,683+18.4% | $4,082+35.8% | $5,609-1.1% |
| Admin fee / account holder | $609 | $6,675-90.9% | $5,479-88.9% | $10,828-94.4% |