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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 | $27,642 | $138,075-80.0% | $123,552-77.6% | $135,379-79.6% |
| Participation rate | 21.7% | 84.7%-63.0pp | 82.3%-60.6pp | 82.6%-60.9pp |
| Annual return | -18.75% | 153.70%-172.4pp | 119.20%-138.0pp | 519.79%-538.5pp |
| Employer contribution / active EE | $1,186 | $5,152-77.0% | $4,628-74.4% | $4,779-75.2% |
| Participant deferral / active EE | $3,361 | $6,800-50.6% | $6,426-47.7% | $5,609-40.1% |
| Admin fee / account holder | $895 | $10,917-91.8% | $9,285-90.4% | $10,828-91.7% |