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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 | $16,576 | $138,078-88.0% | $125,363-86.8% | $134,509-87.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.29% | 750.49%-771.8pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $2,500 | $5,245-52.3% | $4,815-48.1% | $4,741-47.3% |
| Participant deferral / active EE | $5,565 | $7,800-28.6% | $7,447-25.3% | $6,400-13.0% |
| Admin fee / account holder | $1,440 | $11,566-87.5% | $10,005-85.6% | $11,427-87.4% |