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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 | $23,985 | $56,200-57.3% | $67,653-64.5% | $59,633-59.8% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -2.68% | 18506.71%-18509.4pp | 6625.22%-6627.9pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $392 | $1,615-75.7% | $2,266-82.7% | $2,203-82.2% |
| Participant deferral / active EE | $1,664 | $2,843-41.5% | $3,560-53.3% | $3,192-47.9% |
| Admin fee / account holder | $508 | $3,959-87.2% | $4,821-89.5% | $4,297-88.2% |