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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 | $57,221 | $92,707-38.3% | $82,726-30.8% | $134,493-57.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -33.98% | 945.12%-979.1pp | 701.33%-735.3pp | 418.01%-452.0pp |
| Employer contribution / active EE | $8,126 | $3,274+148.2% | $3,009+170.1% | $4,740+71.4% |
| Participant deferral / active EE | $19,388 | $4,801+303.8% | $4,394+341.2% | $6,400+202.9% |
| Admin fee / account holder | $369 | $5,980-93.8% | $5,328-93.1% | $11,425-96.8% |