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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 | $15,256 | $90,617-83.2% | $79,476-80.8% | $135,382-88.7% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -10.46% | 977.57%-988.0pp | 718.21%-728.7pp | 519.77%-530.2pp |
| Employer contribution / active EE | $2,640 | $3,068-14.0% | $2,800-5.7% | $4,779-44.8% |
| Participant deferral / active EE | $3,874 | $4,050-4.4% | $3,704+4.6% | $5,609-30.9% |
| Admin fee / account holder | $3,579 | $5,907-39.4% | $5,113-30.0% | $10,829-67.0% |