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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 | $30,693 | $88,815-65.4% | $81,882-62.5% | $145,897-79.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | -2.52% | 1033.75%-1036.3pp | 779.47%-782.0pp | 552.29%-554.8pp |
| Employer contribution / active EE | $1,237 | $3,086-59.9% | $2,916-57.6% | $4,663-73.5% |
| Participant deferral / active EE | $1,320 | $4,647-71.6% | $4,323-69.5% | $6,689-80.3% |
| Admin fee / account holder | $4,586 | $8,434-45.6% | $7,360-37.7% | $13,390-65.8% |