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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 | $34,193 | $82,630-58.6% | $64,105-46.7% | $125,388-72.7% |
| Participation rate | 61.9% | 75.9%-13.9pp | 68.2%-6.3pp | 83.2%-21.3pp |
| Annual return | -4.38% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $592 | $2,671-77.8% | $1,820-67.5% | $4,866-87.8% |
| Participant deferral / active EE | $1,066 | $3,608-70.5% | $2,822-62.2% | $5,352-80.1% |
| Admin fee / account holder | $301 | $6,382-95.3% | $4,499-93.3% | $9,541-96.8% |