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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 | $51,872 | $118,695-56.3% | $98,916-47.6% | $158,950-67.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | -0.01% | 372.39%-372.4pp | 196.45%-196.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,336 | $3,333-59.9% | $2,689-50.3% | $4,762-71.9% |
| Participant deferral / active EE | $1,439 | $5,088-71.7% | $4,245-66.1% | $5,983-75.9% |
| Admin fee / account holder | $743 | $10,132-92.7% | $6,642-88.8% | $11,248-93.4% |