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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 | $10,466 | $76,522-86.3% | $56,033-81.3% | $145,884-92.8% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | -5.98% | 3014.28%-3020.3pp | 1711.38%-1717.4pp | 551.85%-557.8pp |
| Employer contribution / active EE | $464 | $1,382-66.4% | $1,041-55.4% | $4,662-90.0% |
| Participant deferral / active EE | $496 | $2,624-81.1% | $1,954-74.6% | $6,690-92.6% |
| Admin fee / account holder | $1,219 | $3,328-63.4% | $2,827-56.9% | $13,392-90.9% |