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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 | $16,576 | $97,729-83.0% | $83,830-80.2% | $135,379-87.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -13.43% | 1287.52%-1300.9pp | 850.97%-864.4pp | 519.79%-533.2pp |
| Employer contribution / active EE | $1,950 | $4,222-53.8% | $3,631-46.3% | $4,779-59.2% |
| Participant deferral / active EE | $4,412 | $4,683-5.8% | $4,082+8.1% | $5,609-21.3% |
| Admin fee / account holder | $1,295 | $6,674-80.6% | $5,479-76.4% | $10,828-88.0% |