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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 | $41,936 | $138,102-69.6% | $125,381-66.6% | $134,532-68.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.16% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,563 | $5,245-70.2% | $4,815-67.6% | $4,741-67.0% |
| Participant deferral / active EE | $16,824 | $7,801+115.7% | $7,448+125.9% | $6,401+162.8% |
| Admin fee / account holder | $24,571 | $11,568+112.4% | $10,007+145.5% | $11,429+115.0% |