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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 | $14,894 | $90,607-83.6% | $79,467-81.3% | $135,380-89.0% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -10.92% | 977.74%-988.7pp | 718.30%-729.2pp | 519.81%-530.7pp |
| Employer contribution / active EE | $252 | $3,068-91.8% | $2,800-91.0% | $4,779-94.7% |
| Participant deferral / active EE | $2,801 | $4,050-30.8% | $3,704-24.4% | $5,609-50.1% |
| Admin fee / account holder | $1,092 | $5,895-81.5% | $5,104-78.6% | $10,828-89.9% |