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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 | $33,676 | $97,729-65.5% | $83,830-59.8% | $135,379-75.1% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -12.62% | 1287.52%-1300.1pp | 850.97%-863.6pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,738 | $4,222-58.8% | $3,631-52.1% | $4,779-63.6% |
| Participant deferral / active EE | $4,178 | $4,683-10.8% | $4,082+2.3% | $5,609-25.5% |
| Admin fee / account holder | $1,879 | $6,674-71.8% | $5,479-65.7% | $10,828-82.6% |