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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 | $24,637 | $138,078-82.2% | $125,363-80.3% | $134,509-81.7% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -25.26% | 750.49%-775.7pp | 572.15%-597.4pp | 418.13%-443.4pp |
| Employer contribution / active EE | $1,607 | $5,245-69.4% | $4,815-66.6% | $4,741-66.1% |
| Participant deferral / active EE | $6,000 | $7,800-23.1% | $7,447-19.4% | $6,400-6.3% |
| Admin fee / account holder | $948 | $11,566-91.8% | $10,005-90.5% | $11,427-91.7% |