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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 | $26,085 | $138,102-81.1% | $125,381-79.2% | $134,532-80.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -45.91% | 750.73%-796.6pp | 572.31%-618.2pp | 418.27%-464.2pp |
| Employer contribution / active EE | $1,222 | $5,245-76.7% | $4,815-74.6% | $4,741-74.2% |
| Participant deferral / active EE | $6,375 | $7,801-18.3% | $7,448-14.4% | $6,401-0.4% |
| Admin fee / account holder | $599 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |