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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 | $50,061 | $84,685-40.9% | $73,836-32.2% | $125,389-60.1% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -10.29% | 3123.80%-3134.1pp | 2268.06%-2278.3pp | 282.24%-292.5pp |
| Employer contribution / active EE | $1,000 | $3,123-68.0% | $2,787-64.1% | $4,866-79.4% |
| Participant deferral / active EE | $8,295 | $3,993+107.8% | $3,583+131.5% | $5,352+55.0% |
| Admin fee / account holder | $4,961 | $5,694-12.9% | $4,882+1.6% | $9,541-48.0% |