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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 | $13,450 | $84,685-84.1% | $73,836-81.8% | $125,389-89.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -5.86% | 3123.80%-3129.7pp | 2268.06%-2273.9pp | 282.24%-288.1pp |
| Employer contribution / active EE | $4,666 | $3,123+49.4% | $2,787+67.4% | $4,866-4.1% |
| Participant deferral / active EE | $6,439 | $3,993+61.3% | $3,583+79.7% | $5,352+20.3% |
| Admin fee / account holder | $5,217 | $5,694-8.4% | $4,882+6.9% | $9,541-45.3% |