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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 | $138,068-73.8% | $125,358-71.2% | $134,493-73.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.13% | 750.30%-772.4pp | 572.03%-594.2pp | 418.01%-440.1pp |
| Employer contribution / active EE | $1,338 | $5,244-74.5% | $4,814-72.2% | $4,740-71.8% |
| Participant deferral / active EE | $10,501 | $7,799+34.6% | $7,447+41.0% | $6,400+64.1% |
| Admin fee / account holder | $759 | $11,568-93.4% | $10,007-92.4% | $11,425-93.4% |