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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 | $38,961 | $48,274-19.3% | $63,244-38.4% | $59,633-34.7% |
| Participation rate | 28.6% | 66.3%-37.7pp | 71.0%-42.5pp | 68.7%-40.1pp |
| Annual return | -2.66% | -240.79%+238.1pp | -70.31%+67.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $517 | $1,586-67.4% | $2,322-77.8% | $2,203-76.5% |
| Participant deferral / active EE | $2,180 | $2,343-7.0% | $2,953-26.2% | $3,192-31.7% |
| Admin fee / account holder | $1,733 | $3,600-51.9% | $5,893-70.6% | $4,297-59.7% |