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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 | $17,209 | $190,862-91.0% | $159,991-89.2% | $134,509-87.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -31.64% | 552.59%-584.2pp | 408.82%-440.5pp | 418.13%-449.8pp |
| Employer contribution / active EE | $1,211 | $4,995-75.8% | $4,225-71.3% | $4,741-74.5% |
| Participant deferral / active EE | $3,403 | $6,924-50.8% | $6,183-45.0% | $6,400-46.8% |
| Admin fee / account holder | $1,252 | $10,495-88.1% | $8,715-85.6% | $11,427-89.0% |