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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 | $23,406 | $97,761-76.1% | $83,850-72.1% | $135,382-82.7% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -11.76% | 1287.44%-1299.2pp | 850.92%-862.7pp | 519.77%-531.5pp |
| Employer contribution / active EE | $1,588 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $3,103 | $4,682-33.7% | $4,082-24.0% | $5,609-44.7% |
| Admin fee / account holder | $2,731 | $6,674-59.1% | $5,478-50.1% | $10,829-74.8% |