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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 | $34,752 | $90,617-61.6% | $79,476-56.3% | $135,382-74.3% |
| Participation rate | 58.8% | 76.1%-17.2pp | 73.3%-14.5pp | 82.6%-23.8pp |
| Annual return | -12.12% | 977.57%-989.7pp | 718.21%-730.3pp | 519.77%-531.9pp |
| Employer contribution / active EE | $1,376 | $3,068-55.2% | $2,800-50.9% | $4,779-71.2% |
| Participant deferral / active EE | $4,479 | $4,050+10.6% | $3,704+20.9% | $5,609-20.2% |
| Admin fee / account holder | $1,957 | $5,907-66.9% | $5,113-61.7% | $10,829-81.9% |