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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 | $20,898 | $92,743-77.5% | $82,744-74.7% | $134,532-84.5% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -32.36% | 946.63%-979.0pp | 702.22%-734.6pp | 418.27%-450.6pp |
| Employer contribution / active EE | $2,110 | $3,273-35.5% | $3,008-29.9% | $4,741-55.5% |
| Participant deferral / active EE | $3,632 | $4,802-24.4% | $4,395-17.3% | $6,401-43.3% |
| Admin fee / account holder | $311 | $5,977-94.8% | $5,325-94.2% | $11,429-97.3% |