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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 | $76,634-74.3% | $56,054-64.9% | $145,978-86.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | -7.19% | 3004.33%-3011.5pp | 1705.95%-1713.1pp | 550.52%-557.7pp |
| Employer contribution / active EE | $3,329 | $1,380+141.2% | $1,039+220.4% | $4,662-28.6% |
| Participant deferral / active EE | $5,731 | $2,622+118.5% | $1,952+193.5% | $6,690-14.3% |
| Admin fee / account holder | $785 | $3,321-76.4% | $2,822-72.2% | $13,400-94.1% |