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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 | $13,394 | $58,275-77.0% | $81,844-83.6% | $80,935-83.5% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.4%-17.2pp | 67.7%-12.5pp |
| Annual return | -4.70% | 41.82%-46.5pp | 778.87%-783.6pp | 35.66%-40.4pp |
| Employer contribution / active EE | $1,568 | $2,346-33.2% | $2,916-46.2% | $2,757-43.1% |
| Participant deferral / active EE | $3,262 | $3,285-0.7% | $4,323-24.5% | $4,299-24.1% |
| Admin fee / account holder | $488 | $4,749-89.7% | $7,355-93.4% | $6,924-92.9% |