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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 | $36,073 | $138,102-73.9% | $125,381-71.2% | $134,532-73.2% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -23.24% | 750.73%-774.0pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,988 | $5,245-43.0% | $4,815-37.9% | $4,741-37.0% |
| Participant deferral / active EE | $8,942 | $7,801+14.6% | $7,448+20.1% | $6,401+39.7% |
| Admin fee / account holder | $8,381 | $11,568-27.5% | $10,007-16.2% | $11,429-26.7% |