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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 | $38,307 | $97,732-60.8% | $83,831-54.3% | $135,380-71.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.42% | 1287.56%-1298.0pp | 850.99%-861.4pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,828 | $4,222-56.7% | $3,631-49.7% | $4,779-61.8% |
| Participant deferral / active EE | $2,065 | $4,683-55.9% | $4,082-49.4% | $5,609-63.2% |
| Admin fee / account holder | $375 | $6,675-94.4% | $5,479-93.2% | $10,828-96.5% |