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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 | $15,974 | $138,078-88.4% | $125,363-87.3% | $134,509-88.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -59.30% | 750.49%-809.8pp | 572.15%-631.4pp | 418.13%-477.4pp |
| Employer contribution / active EE | $1,833 | $5,245-65.1% | $4,815-61.9% | $4,741-61.3% |
| Participant deferral / active EE | $13,253 | $7,800+69.9% | $7,447+78.0% | $6,400+107.1% |
| Admin fee / account holder | $471 | $11,566-95.9% | $10,005-95.3% | $11,427-95.9% |