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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 | $17,106 | $97,732-82.5% | $83,831-79.6% | $135,380-87.4% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -11.11% | 1287.56%-1298.7pp | 850.99%-862.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,560 | $4,222-63.1% | $3,631-57.0% | $4,779-67.4% |
| Participant deferral / active EE | $2,348 | $4,683-49.9% | $4,082-42.5% | $5,609-58.1% |
| Admin fee / account holder | $2,070 | $6,675-69.0% | $5,479-62.2% | $10,828-80.9% |