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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 | $56,316 | $76,522-26.4% | $56,033+0.5% | $145,884-61.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.7pp | 80.3%-23.2pp |
| Annual return | -2.80% | 3014.28%-3017.1pp | 1711.38%-1714.2pp | 551.85%-554.6pp |
| Employer contribution / active EE | $1,096 | $1,382-20.7% | $1,041+5.3% | $4,662-76.5% |
| Participant deferral / active EE | $2,293 | $2,624-12.6% | $1,954+17.3% | $6,690-65.7% |
| Admin fee / account holder | $2,221 | $3,328-33.3% | $2,827-21.5% | $13,392-83.4% |