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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 | $18,666 | $97,732-80.9% | $83,831-77.7% | $135,380-86.2% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -14.35% | 1287.56%-1301.9pp | 850.99%-865.3pp | 519.81%-534.2pp |
| Employer contribution / active EE | $1,395 | $4,222-67.0% | $3,631-61.6% | $4,779-70.8% |
| Participant deferral / active EE | $2,345 | $4,683-49.9% | $4,082-42.5% | $5,609-58.2% |
| Admin fee / account holder | $935 | $6,675-86.0% | $5,479-82.9% | $10,828-91.4% |