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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 | $11,694 | $76,608-84.7% | $56,077-79.1% | $145,877-92.0% |
| Participation rate | 10.0% | 63.2%-53.2pp | 52.5%-42.5pp | 80.3%-70.3pp |
| Annual return | -1.06% | 3009.59%-3010.6pp | 1709.28%-1710.3pp | 551.28%-552.3pp |
| Employer contribution / active EE | $394 | $1,382-71.5% | $1,040-62.1% | $4,663-91.6% |
| Participant deferral / active EE | $617 | $2,624-76.5% | $1,954-68.4% | $6,691-90.8% |
| Admin fee / account holder | $552 | $3,325-83.4% | $2,825-80.5% | $13,402-95.9% |