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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 | $32,449 | $138,076-76.5% | $123,553-73.7% | $135,380-76.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -79.96% | 153.70%-233.7pp | 119.21%-199.2pp | 519.81%-599.8pp |
| Employer contribution / active EE | $8,012 | $5,152+55.5% | $4,628+73.1% | $4,779+67.6% |
| Participant deferral / active EE | $9,800 | $6,800+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $3,443 | $10,917-68.5% | $9,284-62.9% | $10,828-68.2% |