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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 | $78,596 | $99,011-20.6% | $86,582-9.2% | $147,586-46.7% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | -0.60% | 1312.75%-1313.4pp | 965.08%-965.7pp | 578.59%-579.2pp |
| Employer contribution / active EE | $431 | $3,132-86.2% | $2,839-84.8% | $4,876-91.2% |
| Participant deferral / active EE | $859 | $3,972-78.4% | $3,609-76.2% | $5,439-84.2% |
| Admin fee / account holder | $2,641 | $5,709-53.7% | $4,904-46.2% | $10,886-75.7% |