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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 | $15,124 | $138,102-89.0% | $125,381-87.9% | $134,532-88.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -39.54% | 750.73%-790.3pp | 572.31%-611.8pp | 418.27%-457.8pp |
| Employer contribution / active EE | $3,101 | $5,245-40.9% | $4,815-35.6% | $4,741-34.6% |
| Participant deferral / active EE | $5,013 | $7,801-35.7% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $746 | $11,568-93.5% | $10,007-92.5% | $11,429-93.5% |