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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 | $24,718 | $102,978-76.0% | $90,287-72.6% | $152,870-83.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | -0.88% | 95.17%-96.0pp | 78.10%-79.0pp | 345.34%-346.2pp |
| Employer contribution / active EE | $1,050 | $3,139-66.5% | $2,855-63.2% | $4,763-78.0% |
| Participant deferral / active EE | $1,363 | $4,281-68.2% | $3,885-64.9% | $5,850-76.7% |
| Admin fee / account holder | $10,751 | $6,171+74.2% | $5,351+100.9% | $11,597-7.3% |