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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 | $62,127 | $150,446-58.7% | $136,297-54.4% | $147,585-57.9% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | -73.15% | 1049.14%-1122.3pp | 5156.19%-5229.3pp | 578.58%-651.7pp |
| Employer contribution / active EE | $7,250 | $5,256+37.9% | $4,696+54.4% | $4,876+48.7% |
| Participant deferral / active EE | $21,601 | $6,631+225.8% | $6,247+245.8% | $5,439+297.2% |
| Admin fee / account holder | $764 | $10,906-93.0% | $9,244-91.7% | $10,886-93.0% |