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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 | $217,654 | $90,607+140.2% | $79,467+173.9% | $135,380+60.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -12.23% | 977.74%-990.0pp | 718.30%-730.5pp | 519.81%-532.0pp |
| Employer contribution / active EE | $713 | $3,068-76.7% | $2,800-74.5% | $4,779-85.1% |
| Participant deferral / active EE | $3,196 | $4,050-21.1% | $3,704-13.7% | $5,609-43.0% |
| Admin fee / account holder | $3,759 | $5,895-36.2% | $5,104-26.3% | $10,828-65.3% |