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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 | $24,244 | $92,684-73.8% | $82,706-70.7% | $134,509-82.0% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.8pp |
| Annual return | -23.04% | 945.84%-968.9pp | 701.76%-724.8pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,005 | $3,272-38.7% | $3,007-33.3% | $4,741-57.7% |
| Participant deferral / active EE | $2,635 | $4,800-45.1% | $4,394-40.0% | $6,400-58.8% |
| Admin fee / account holder | $982 | $5,982-83.6% | $5,329-81.6% | $11,427-91.4% |