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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 | $17,356 | $44,850-61.3% | $60,547-71.3% | $59,633-70.9% |
| Participation rate | 51.2% | 59.5%-8.3pp | 68.0%-16.8pp | 68.7%-17.5pp |
| Annual return | -3.04% | 1074.14%-1077.2pp | 335.64%-338.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $644 | $1,462-56.0% | $2,419-73.4% | $2,203-70.8% |
| Participant deferral / active EE | $1,620 | $2,230-27.4% | $3,328-51.3% | $3,192-49.3% |
| Admin fee / account holder | $812 | $3,635-77.7% | $4,536-82.1% | $4,297-81.1% |