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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 | $25,226 | $97,761-74.2% | $83,850-69.9% | $135,382-81.4% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -10.69% | 1287.44%-1298.1pp | 850.92%-861.6pp | 519.77%-530.5pp |
| Employer contribution / active EE | $2,424 | $4,222-42.6% | $3,631-33.2% | $4,779-49.3% |
| Participant deferral / active EE | $3,615 | $4,682-22.8% | $4,082-11.4% | $5,609-35.6% |
| Admin fee / account holder | $443 | $6,674-93.4% | $5,478-91.9% | $10,829-95.9% |