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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 | $28,773 | $138,102-79.2% | $125,381-77.1% | $134,532-78.6% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -20.79% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,237 | $5,245-19.2% | $4,815-12.0% | $4,741-10.6% |
| Participant deferral / active EE | $6,578 | $7,801-15.7% | $7,448-11.7% | $6,401+2.8% |
| Admin fee / account holder | $1,513 | $11,568-86.9% | $10,007-84.9% | $11,429-86.8% |