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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 | $50,074 | $97,729-48.8% | $83,830-40.3% | $135,379-63.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.89% | 1287.52%-1297.4pp | 850.97%-860.9pp | 519.79%-529.7pp |
| Employer contribution / active EE | $4,213 | $4,222-0.2% | $3,631+16.0% | $4,779-11.8% |
| Participant deferral / active EE | $13,742 | $4,683+193.5% | $4,082+236.6% | $5,609+145.0% |
| Admin fee / account holder | $784 | $6,674-88.3% | $5,479-85.7% | $10,828-92.8% |