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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 | $23,090 | $138,078-83.3% | $125,363-81.6% | $134,509-82.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -65.87% | 750.49%-816.4pp | 572.15%-638.0pp | 418.13%-484.0pp |
| Employer contribution / active EE | $2,736 | $5,245-47.8% | $4,815-43.2% | $4,741-42.3% |
| Participant deferral / active EE | $7,550 | $7,800-3.2% | $7,447+1.4% | $6,400+18.0% |
| Admin fee / account holder | $7,879 | $11,566-31.9% | $10,005-21.3% | $11,427-31.0% |