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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 | $15,126 | $75,832-80.1% | $147,618-89.8% | $59,633-74.6% |
| Participation rate | 39.2% | 71.6%-32.3pp | 84.6%-45.4pp | 68.7%-29.5pp |
| Annual return | -6.23% | 0.37%-6.6pp | 61.98%-68.2pp | 2041.40%-2047.6pp |
| Employer contribution / active EE | $1,126 | $3,485-67.7% | $5,565-79.8% | $2,203-48.9% |
| Participant deferral / active EE | $2,274 | $3,131-27.3% | $4,895-53.5% | $3,192-28.7% |
| Admin fee / account holder | $1,089 | $5,986-81.8% | $11,612-90.6% | $4,297-74.6% |