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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 | $24,126 | $138,078-82.5% | $125,363-80.8% | $134,509-82.1% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -25.09% | 750.49%-775.6pp | 572.15%-597.2pp | 418.13%-443.2pp |
| Employer contribution / active EE | $1,761 | $5,245-66.4% | $4,815-63.4% | $4,741-62.8% |
| Participant deferral / active EE | $6,904 | $7,800-11.5% | $7,447-7.3% | $6,400+7.9% |
| Admin fee / account holder | $2,938 | $11,566-74.6% | $10,005-70.6% | $11,427-74.3% |