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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 | $32,300 | $92,766-65.2% | $82,763-61.0% | $134,545-76.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.29% | 946.97%-970.3pp | 702.45%-725.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,781 | $3,273-45.6% | $3,008-40.8% | $4,742-62.4% |
| Participant deferral / active EE | $2,735 | $4,802-43.0% | $4,395-37.8% | $6,401-57.3% |
| Admin fee / account holder | $798 | $5,978-86.6% | $5,325-85.0% | $11,431-93.0% |