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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 | $76,634+10.1% | $56,054+50.5% | $145,978-42.2% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | -3.56% | 3004.33%-3007.9pp | 1705.95%-1709.5pp | 550.52%-554.1pp |
| Employer contribution / active EE | $660 | $1,380-52.2% | $1,039-36.5% | $4,662-85.9% |
| Participant deferral / active EE | $836 | $2,622-68.1% | $1,952-57.2% | $6,690-87.5% |
| Admin fee / account holder | $1,676 | $3,321-49.5% | $2,822-40.6% | $13,400-87.5% |