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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 | $30,352 | $99,668-69.5% | $86,451-64.9% | $134,545-77.4% |
| Participation rate | 69.2% | 82.1%-12.8pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -21.09% | 6789.61%-6810.7pp | 4398.51%-4419.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,882 | $4,403-57.2% | $3,770-50.1% | $4,742-60.3% |
| Participant deferral / active EE | $3,367 | $7,249-53.5% | $6,953-51.6% | $6,401-47.4% |
| Admin fee / account holder | $747 | $8,377-91.1% | $6,734-88.9% | $11,431-93.5% |