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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 | $24,166 | $138,114-82.5% | $125,391-80.7% | $134,545-82.0% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -23.03% | 750.88%-773.9pp | 572.41%-595.4pp | 418.37%-441.4pp |
| Employer contribution / active EE | $2,863 | $5,246-45.4% | $4,816-40.6% | $4,742-39.6% |
| Participant deferral / active EE | $8,690 | $7,801+11.4% | $7,448+16.7% | $6,401+35.7% |
| Admin fee / account holder | $1,875 | $11,570-83.8% | $10,009-81.3% | $11,431-83.6% |