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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 | $22,564 | $138,102-83.7% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -66.90% | 750.73%-817.6pp | 572.31%-639.2pp | 418.27%-485.2pp |
| Employer contribution / active EE | $1,432 | $5,245-72.7% | $4,815-70.3% | $4,741-69.8% |
| Participant deferral / active EE | $10,279 | $7,801+31.8% | $7,448+38.0% | $6,401+60.6% |
| Admin fee / account holder | $583 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |