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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 | $51,742 | $56,197-7.9% | $67,652-23.5% | $59,633-13.2% |
| Participation rate | 62.9% | 71.5%-8.6pp | 75.7%-12.8pp | 68.7%-5.8pp |
| Annual return | -2.43% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $425 | $1,615-73.7% | $2,266-81.2% | $2,203-80.7% |
| Participant deferral / active EE | $2,257 | $2,844-20.6% | $3,560-36.6% | $3,192-29.3% |
| Admin fee / account holder | $1,222 | $3,958-69.1% | $4,821-74.7% | $4,297-71.6% |