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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 | $19,477 | $138,078-85.9% | $125,363-84.5% | $134,509-85.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -25.33% | 750.49%-775.8pp | 572.15%-597.5pp | 418.13%-443.5pp |
| Employer contribution / active EE | $4,824 | $5,245-8.0% | $4,815+0.2% | $4,741+1.8% |
| Participant deferral / active EE | $8,135 | $7,800+4.3% | $7,447+9.2% | $6,400+27.1% |
| Admin fee / account holder | $717 | $11,566-93.8% | $10,005-92.8% | $11,427-93.7% |