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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 | $98,930 | $57,312+72.6% | $86,617+14.2% | $75,181+31.6% |
| Participation rate | 18.8% | 63.2%-44.4pp | 71.7%-52.9pp | 67.2%-48.4pp |
| Annual return | -30.03% | 2672.78%-2702.8pp | 591.91%-621.9pp | 160.69%-190.7pp |
| Employer contribution / active EE | $625 | $2,315-73.0% | $3,023-79.3% | $2,671-76.6% |
| Participant deferral / active EE | $1,464 | $3,319-55.9% | $4,437-67.0% | $4,126-64.5% |
| Admin fee / account holder | $496 | $4,114-88.0% | $5,613-91.2% | $5,650-91.2% |