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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 | $22,271 | $56,197-60.4% | $67,652-67.1% | $59,633-62.7% |
| Participation rate | 54.5% | 71.5%-16.9pp | 75.7%-21.1pp | 68.7%-14.1pp |
| Annual return | -7.49% | 18508.10%-18515.6pp | 6625.40%-6632.9pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $1,095 | $1,615-32.2% | $2,266-51.7% | $2,203-50.3% |
| Participant deferral / active EE | $1,969 | $2,844-30.8% | $3,560-44.7% | $3,192-38.3% |
| Admin fee / account holder | $1,512 | $3,958-61.8% | $4,821-68.6% | $4,297-64.8% |