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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 | $75,826 | $92,766-18.3% | $82,763-8.4% | $134,545-43.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -21.28% | 946.97%-968.3pp | 702.45%-723.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $2,188 | $3,273-33.2% | $3,008-27.3% | $4,742-53.9% |
| Participant deferral / active EE | $6,004 | $4,802+25.0% | $4,395+36.6% | $6,401-6.2% |
| Admin fee / account holder | $374 | $5,978-93.7% | $5,325-93.0% | $11,431-96.7% |