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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 | $22,709 | $99,647-77.2% | $86,439-73.7% | $134,509-83.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.30% | 6784.13%-6806.4pp | 4395.55%-4417.9pp | 418.13%-440.4pp |
| Employer contribution / active EE | $4,488 | $4,401+2.0% | $3,769+19.1% | $4,741-5.3% |
| Participant deferral / active EE | $10,725 | $7,246+48.0% | $6,952+54.3% | $6,400+67.6% |
| Admin fee / account holder | $1,529 | $8,373-81.7% | $6,732-77.3% | $11,427-86.6% |