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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 | $38,048 | $84,551-55.0% | $61,452-38.1% | $134,532-71.7% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -28.12% | 585.39%-613.5pp | 338.96%-367.1pp | 418.27%-446.4pp |
| Employer contribution / active EE | $10,206 | $1,545+560.7% | $1,160+780.2% | $4,741+115.3% |
| Participant deferral / active EE | $4,230 | $2,818+50.1% | $2,125+99.1% | $6,401-33.9% |
| Admin fee / account holder | $1,542 | $2,587-40.4% | $2,131-27.7% | $11,429-86.5% |