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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 | $22,108 | $124,175-82.2% | $108,405-79.6% | $167,536-86.8% |
| Participation rate | 35.7% | 82.3%-46.6pp | 80.1%-44.4pp | 82.1%-46.4pp |
| Annual return | -13.45% | 1380.13%-1393.6pp | 905.55%-919.0pp | 478.82%-492.3pp |
| Employer contribution / active EE | $692 | $4,188-83.5% | $3,559-80.5% | $4,839-85.7% |
| Participant deferral / active EE | $3,955 | $6,908-42.8% | $6,563-39.7% | $6,342-37.6% |
| Admin fee / account holder | $3,274 | $9,457-65.4% | $7,297-55.1% | $12,315-73.4% |