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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 | $51,938 | $92,743-44.0% | $82,744-37.2% | $134,532-61.4% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -32.48% | 946.63%-979.1pp | 702.22%-734.7pp | 418.27%-450.7pp |
| Employer contribution / active EE | $845 | $3,273-74.2% | $3,008-71.9% | $4,741-82.2% |
| Participant deferral / active EE | $1,653 | $4,802-65.6% | $4,395-62.4% | $6,401-74.2% |
| Admin fee / account holder | $576 | $5,977-90.4% | $5,325-89.2% | $11,429-95.0% |