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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 | $11,085 | $90,607-87.8% | $79,467-86.1% | $135,380-91.8% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -9.96% | 977.74%-987.7pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $277 | $3,068-91.0% | $2,800-90.1% | $4,779-94.2% |
| Participant deferral / active EE | $860 | $4,050-78.8% | $3,704-76.8% | $5,609-84.7% |
| Admin fee / account holder | $441 | $5,895-92.5% | $5,104-91.4% | $10,828-95.9% |