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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 | $22,406 | $138,102-83.8% | $125,381-82.1% | $134,532-83.3% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -28.17% | 750.73%-778.9pp | 572.31%-600.5pp | 418.27%-446.4pp |
| Employer contribution / active EE | $2,956 | $5,245-43.7% | $4,815-38.6% | $4,741-37.7% |
| Participant deferral / active EE | $7,979 | $7,801+2.3% | $7,448+7.1% | $6,401+24.7% |
| Admin fee / account holder | $1,407 | $11,568-87.8% | $10,007-85.9% | $11,429-87.7% |