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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 | $11,545 | $90,617-87.3% | $79,476-85.5% | $135,382-91.5% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -35.91% | 977.57%-1013.5pp | 718.21%-754.1pp | 519.77%-555.7pp |
| Employer contribution / active EE | $1,676 | $3,068-45.4% | $2,800-40.1% | $4,779-64.9% |
| Participant deferral / active EE | $2,096 | $4,050-48.3% | $3,704-43.4% | $5,609-62.6% |
| Admin fee / account holder | $1,504 | $5,907-74.5% | $5,113-70.6% | $10,829-86.1% |