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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 | $50,182 | $58,275-13.9% | $81,844-38.7% | $80,935-38.0% |
| Participation rate | 24.7% | 63.5%-38.8pp | 72.4%-47.7pp | 67.7%-43.0pp |
| Annual return | -49.16% | 41.82%-91.0pp | 778.87%-828.0pp | 35.66%-84.8pp |
| Employer contribution / active EE | $525 | $2,346-77.6% | $2,916-82.0% | $2,757-80.9% |
| Participant deferral / active EE | $1,154 | $3,285-64.9% | $4,323-73.3% | $4,299-73.2% |
| Admin fee / account holder | $2,778 | $4,749-41.5% | $7,355-62.2% | $6,924-59.9% |