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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 | $18,658 | $88,815-79.0% | $81,882-77.2% | $145,897-87.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -0.40% | 1033.75%-1034.1pp | 779.47%-779.9pp | 552.29%-552.7pp |
| Employer contribution / active EE | $643 | $3,086-79.2% | $2,916-77.9% | $4,663-86.2% |
| Participant deferral / active EE | $1,337 | $4,647-71.2% | $4,323-69.1% | $6,689-80.0% |
| Admin fee / account holder | $5,390 | $8,434-36.1% | $7,360-26.8% | $13,390-59.7% |