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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 | $111,785-85.0% | $93,669-82.1% | $145,877-88.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -1.76% | 203.79%-205.5pp | 133.59%-135.4pp | 551.28%-553.0pp |
| Employer contribution / active EE | $2,580 | $3,096-16.7% | $2,424+6.5% | $4,663-44.7% |
| Participant deferral / active EE | $2,580 | $4,919-47.5% | $4,416-41.6% | $6,691-61.4% |
| Admin fee / account holder | $1,625 | $10,256-84.2% | $8,291-80.4% | $13,402-87.9% |