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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 | $13,617 | $84,685-83.9% | $73,836-81.6% | $125,389-89.1% |
| Participation rate | 22.2% | 76.8%-54.5pp | 73.4%-51.2pp | 83.2%-61.0pp |
| Annual return | -51.21% | 3123.80%-3175.0pp | 2268.06%-2319.3pp | 282.24%-333.5pp |
| Employer contribution / active EE | $395 | $3,123-87.4% | $2,787-85.8% | $4,866-91.9% |
| Participant deferral / active EE | $1,873 | $3,993-53.1% | $3,583-47.7% | $5,352-65.0% |
| Admin fee / account holder | $435 | $5,694-92.4% | $4,882-91.1% | $9,541-95.4% |