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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 | $10,262 | $106,557-90.4% | $91,227-88.8% | $134,545-92.4% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -95.21% | 160.81%-256.0pp | 114.14%-209.4pp | 418.37%-513.6pp |
| Employer contribution / active EE | $346 | $3,332-89.6% | $2,851-87.9% | $4,742-92.7% |
| Participant deferral / active EE | $1,644 | $4,719-65.2% | $4,234-61.2% | $6,401-74.3% |
| Admin fee / account holder | $5,068 | $6,235-18.7% | $5,423-6.5% | $11,431-55.7% |