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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 | $43,547 | $180,749-75.9% | $160,784-72.9% | $137,256-68.3% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | -15.17% | 2234.46%-2249.6pp | 1803.92%-1819.1pp | 220.34%-235.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,733 | $6,844-1.6% | $6,293+7.0% | $6,407+5.1% |
| Admin fee / account holder | $12,655 | $10,397+21.7% | $9,717+30.2% | $12,270+3.1% |