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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 | $7,401 | $81,763-90.9% | $58,561-87.4% | $139,466-94.7% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | -43.13% | 7427.77%-7470.9pp | 4251.33%-4294.5pp | 373.66%-416.8pp |
| Employer contribution / active EE | $624 | $1,398-55.4% | $1,053-40.8% | $4,754-86.9% |
| Participant deferral / active EE | $2,784 | $2,555+9.0% | $1,923+44.8% | $6,712-58.5% |
| Admin fee / account holder | $1,700 | $3,273-48.1% | $2,520-32.5% | $11,409-85.1% |