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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 | $21,858 | $97,732-77.6% | $83,831-73.9% | $135,380-83.9% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -12.96% | 1287.56%-1300.5pp | 850.99%-863.9pp | 519.81%-532.8pp |
| Employer contribution / active EE | $1,651 | $4,222-60.9% | $3,631-54.5% | $4,779-65.5% |
| Participant deferral / active EE | $5,061 | $4,683+8.1% | $4,082+24.0% | $5,609-9.8% |
| Admin fee / account holder | $315 | $6,675-95.3% | $5,479-94.3% | $10,828-97.1% |