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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 | $40,986 | $97,761-58.1% | $83,850-51.1% | $135,382-69.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -14.10% | 1287.44%-1301.5pp | 850.92%-865.0pp | 519.77%-533.9pp |
| Employer contribution / active EE | $2,240 | $4,222-46.9% | $3,631-38.3% | $4,779-53.1% |
| Participant deferral / active EE | $7,048 | $4,682+50.5% | $4,082+72.7% | $5,609+25.7% |
| Admin fee / account holder | $748 | $6,674-88.8% | $5,478-86.3% | $10,829-93.1% |