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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 | $19,689 | $76,522-74.3% | $56,033-64.9% | $145,884-86.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | -7.19% | 3014.28%-3021.5pp | 1711.38%-1718.6pp | 551.85%-559.0pp |
| Employer contribution / active EE | $3,329 | $1,382+140.8% | $1,041+219.8% | $4,662-28.6% |
| Participant deferral / active EE | $5,731 | $2,624+118.4% | $1,954+193.3% | $6,690-14.3% |
| Admin fee / account holder | $785 | $3,328-76.4% | $2,827-72.2% | $13,392-94.1% |