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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 | $25,972 | $150,447-82.7% | $136,298-80.9% | $147,586-82.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | -1.25% | 1049.15%-1050.4pp | 5156.27%-5157.5pp | 578.59%-579.8pp |
| Employer contribution / active EE | $2,480 | $5,256-52.8% | $4,696-47.2% | $4,876-49.1% |
| Participant deferral / active EE | $3,849 | $6,631-41.9% | $6,247-38.4% | $5,439-29.2% |
| Admin fee / account holder | $3,557 | $10,906-67.4% | $9,244-61.5% | $10,886-67.3% |