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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 | $19,314 | $78,694-75.5% | $67,652-71.5% | $125,389-84.6% |
| Participation rate | 22.7% | 78.8%-56.1pp | 75.7%-52.9pp | 83.2%-60.5pp |
| Annual return | -4.57% | 9.46%-14.0pp | 6625.40%-6630.0pp | 282.24%-286.8pp |
| Employer contribution / active EE | $617 | $3,044-79.7% | $2,266-72.8% | $4,866-87.3% |
| Participant deferral / active EE | $2,141 | $4,292-50.1% | $3,560-39.8% | $5,352-60.0% |
| Admin fee / account holder | $1,750 | $7,403-76.4% | $4,821-63.7% | $9,541-81.7% |