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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 | $27,393 | $97,732-72.0% | $83,831-67.3% | $135,380-79.8% |
| Participation rate | 53.8% | 80.0%-26.1pp | 76.1%-22.3pp | 82.6%-28.8pp |
| Annual return | -18.33% | 1287.56%-1305.9pp | 850.99%-869.3pp | 519.81%-538.1pp |
| Employer contribution / active EE | $1,712 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $4,755 | $4,683+1.5% | $4,082+16.5% | $5,609-15.2% |
| Admin fee / account holder | $2,222 | $6,675-66.7% | $5,479-59.4% | $10,828-79.5% |