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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 | $21,424 | $138,102-84.5% | $125,381-82.9% | $134,532-84.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -25.05% | 750.73%-775.8pp | 572.31%-597.4pp | 418.27%-443.3pp |
| Employer contribution / active EE | $6,277 | $5,245+19.7% | $4,815+30.3% | $4,741+32.4% |
| Participant deferral / active EE | $14,946 | $7,801+91.6% | $7,448+100.7% | $6,401+133.5% |
| Admin fee / account holder | $6,106 | $11,568-47.2% | $10,007-39.0% | $11,429-46.6% |