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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 | $33,105 | $135,645-75.6% | $110,243-70.0% | $135,379-75.5% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.8%-25.7pp | 82.6%-28.5pp |
| Annual return | -9.19% | 513.24%-522.4pp | 314.76%-323.9pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,370 | $4,907-72.1% | $3,827-64.2% | $4,779-71.3% |
| Participant deferral / active EE | $3,719 | $5,507-32.5% | $4,672-20.4% | $5,609-33.7% |
| Admin fee / account holder | $861 | $11,458-92.5% | $8,548-89.9% | $10,828-92.0% |