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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 | $33,927 | $84,685-59.9% | $73,836-54.1% | $125,389-72.9% |
| Participation rate | 21.4% | 76.8%-55.3pp | 73.4%-52.0pp | 83.2%-61.8pp |
| Annual return | -9.35% | 3123.80%-3133.2pp | 2268.06%-2277.4pp | 282.24%-291.6pp |
| Employer contribution / active EE | $1,128 | $3,123-63.9% | $2,787-59.6% | $4,866-76.8% |
| Participant deferral / active EE | $2,819 | $3,993-29.4% | $3,583-21.3% | $5,352-47.3% |
| Admin fee / account holder | $1,503 | $5,694-73.6% | $4,882-69.2% | $9,541-84.2% |