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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 | $134,909 | $84,685+59.3% | $73,836+82.7% | $125,389+7.6% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -7.17% | 3123.80%-3131.0pp | 2268.06%-2275.2pp | 282.24%-289.4pp |
| Employer contribution / active EE | $343 | $3,123-89.0% | $2,787-87.7% | $4,866-92.9% |
| Participant deferral / active EE | $2,750 | $3,993-31.1% | $3,583-23.3% | $5,352-48.6% |
| Admin fee / account holder | $5,294 | $5,694-7.0% | $4,882+8.4% | $9,541-44.5% |