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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 | $16,777 | $111,878-85.0% | $93,727-82.1% | $145,897-88.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -1.76% | 204.28%-206.0pp | 133.83%-135.6pp | 552.29%-554.1pp |
| Employer contribution / active EE | $2,580 | $3,092-16.6% | $2,421+6.6% | $4,663-44.7% |
| Participant deferral / active EE | $2,580 | $4,920-47.6% | $4,417-41.6% | $6,689-61.4% |
| Admin fee / account holder | $1,625 | $10,256-84.2% | $8,292-80.4% | $13,390-87.9% |