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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 | $19,439 | $138,102-85.9% | $125,381-84.5% | $134,532-85.6% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -26.24% | 750.73%-777.0pp | 572.31%-598.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $1,474 | $5,245-71.9% | $4,815-69.4% | $4,741-68.9% |
| Participant deferral / active EE | $2,826 | $7,801-63.8% | $7,448-62.1% | $6,401-55.8% |
| Admin fee / account holder | $366 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |