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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 | $24,695 | $138,102-82.1% | $125,381-80.3% | $134,532-81.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -41.24% | 750.73%-792.0pp | 572.31%-613.5pp | 418.27%-459.5pp |
| Employer contribution / active EE | $2,743 | $5,245-47.7% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $25,879 | $7,801+231.8% | $7,448+247.5% | $6,401+304.3% |
| Admin fee / account holder | $2,225 | $11,568-80.8% | $10,007-77.8% | $11,429-80.5% |