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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 | $103,038-76.0% | $90,324-72.6% | $152,909-83.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | -0.88% | 95.25%-96.1pp | 78.15%-79.0pp | 345.46%-346.3pp |
| Employer contribution / active EE | $1,050 | $3,141-66.6% | $2,856-63.2% | $4,764-78.0% |
| Participant deferral / active EE | $1,363 | $4,282-68.2% | $3,885-64.9% | $5,851-76.7% |
| Admin fee / account holder | $10,751 | $6,177+74.0% | $5,356+100.7% | $11,601-7.3% |