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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 | $16,735 | $90,606-81.5% | $79,466-78.9% | $135,379-87.6% |
| Participation rate | 46.7% | 76.0%-29.4pp | 73.3%-26.7pp | 82.6%-36.0pp |
| Annual return | -23.74% | 977.69%-1001.4pp | 718.28%-742.0pp | 519.79%-543.5pp |
| Employer contribution / active EE | $129 | $3,068-95.8% | $2,800-95.4% | $4,779-97.3% |
| Participant deferral / active EE | $6,816 | $4,050+68.3% | $3,704+84.0% | $5,609+21.5% |
| Admin fee / account holder | $8,816 | $5,895+49.6% | $5,104+72.7% | $10,828-18.6% |