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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 | $34,529 | $92,766-62.8% | $82,763-58.3% | $134,545-74.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.56% | 946.97%-969.5pp | 702.45%-725.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $3,244 | $3,273-0.9% | $3,008+7.8% | $4,742-31.6% |
| Participant deferral / active EE | $6,277 | $4,802+30.7% | $4,395+42.8% | $6,401-1.9% |
| Admin fee / account holder | $966 | $5,978-83.8% | $5,325-81.9% | $11,431-91.6% |