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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 | $8,853 | $88,815-90.0% | $81,882-89.2% | $145,897-93.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | -5.72% | 1033.75%-1039.5pp | 779.47%-785.2pp | 552.29%-558.0pp |
| Employer contribution / active EE | $1,309 | $3,086-57.6% | $2,916-55.1% | $4,663-71.9% |
| Participant deferral / active EE | $2,183 | $4,647-53.0% | $4,323-49.5% | $6,689-67.4% |
| Admin fee / account holder | $1,946 | $8,434-76.9% | $7,360-73.6% | $13,390-85.5% |