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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 | $30,427 | $97,732-68.9% | $83,831-63.7% | $135,380-77.5% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -11.01% | 1287.56%-1298.6pp | 850.99%-862.0pp | 519.81%-530.8pp |
| Employer contribution / active EE | $10,531 | $4,222+149.4% | $3,631+190.0% | $4,779+120.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $365 | $6,675-94.5% | $5,479-93.3% | $10,828-96.6% |