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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 | $22,671 | $138,078-83.6% | $125,363-81.9% | $134,509-83.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -895.87% | 750.49%-1646.4pp | 572.15%-1468.0pp | 418.13%-1314.0pp |
| Employer contribution / active EE | $2,187 | $5,245-58.3% | $4,815-54.6% | $4,741-53.9% |
| Participant deferral / active EE | $6,333 | $7,800-18.8% | $7,447-15.0% | $6,400-1.0% |
| Admin fee / account holder | $908 | $11,566-92.1% | $10,005-90.9% | $11,427-92.1% |