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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 | $17,081 | $75,832-77.5% | $147,617-88.4% | $59,633-71.4% |
| Participation rate | 60.6% | 71.6%-11.0pp | 84.6%-24.0pp | 68.7%-8.1pp |
| Annual return | -4.01% | 0.37%-4.4pp | 61.98%-66.0pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,168 | $3,485-66.5% | $5,564-79.0% | $2,203-47.0% |
| Participant deferral / active EE | $2,798 | $3,131-10.6% | $4,895-42.8% | $3,192-12.3% |
| Admin fee / account holder | $674 | $5,986-88.7% | $11,612-94.2% | $4,297-84.3% |