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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 | $19,120 | $39,798-52.0% | $67,704-71.8% | $59,633-67.9% |
| Participation rate | 20.4% | 57.4%-37.0pp | 67.5%-47.1pp | 68.7%-48.3pp |
| Annual return | -4.50% | 89.94%-94.4pp | 25.41%-29.9pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $437 | $1,393-68.7% | $2,559-82.9% | $2,203-80.2% |
| Participant deferral / active EE | $787 | $2,335-66.3% | $3,585-78.1% | $3,192-75.3% |
| Admin fee / account holder | $4,308 | $3,212+34.1% | $4,255+1.2% | $4,297+0.2% |