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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 | $34,379 | $138,068-75.1% | $125,358-72.6% | $134,493-74.4% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.47% | 750.30%-771.8pp | 572.03%-593.5pp | 418.01%-439.5pp |
| Employer contribution / active EE | $1,749 | $5,244-66.7% | $4,814-63.7% | $4,740-63.1% |
| Participant deferral / active EE | $8,534 | $7,799+9.4% | $7,447+14.6% | $6,400+33.3% |
| Admin fee / account holder | $753 | $11,568-93.5% | $10,007-92.5% | $11,425-93.4% |