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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 | $25,707 | $138,102-81.4% | $125,381-79.5% | $134,532-80.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -23.11% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,228 | $5,245-57.5% | $4,815-53.7% | $4,741-53.0% |
| Participant deferral / active EE | $8,643 | $7,801+10.8% | $7,448+16.1% | $6,401+35.0% |
| Admin fee / account holder | $352 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |