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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 | $36,125 | $138,114-73.8% | $125,391-71.2% | $134,545-73.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.13% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,338 | $5,246-74.5% | $4,816-72.2% | $4,742-71.8% |
| Participant deferral / active EE | $10,501 | $7,801+34.6% | $7,448+41.0% | $6,401+64.0% |
| Admin fee / account holder | $759 | $11,570-93.4% | $10,009-92.4% | $11,431-93.4% |