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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 | $84,347 | $76,522+10.2% | $56,033+50.5% | $145,884-42.2% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | -3.56% | 3014.28%-3017.8pp | 1711.38%-1714.9pp | 551.85%-555.4pp |
| Employer contribution / active EE | $660 | $1,382-52.3% | $1,041-36.6% | $4,662-85.9% |
| Participant deferral / active EE | $836 | $2,624-68.2% | $1,954-57.2% | $6,690-87.5% |
| Admin fee / account holder | $1,676 | $3,328-49.6% | $2,827-40.7% | $13,392-87.5% |