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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 | $18,567 | $44,850-58.6% | $60,547-69.3% | $59,633-68.9% |
| Participation rate | 60.0% | 59.5%+0.5pp | 68.0%-8.0pp | 68.7%-8.7pp |
| Annual return | -3.35% | 1074.14%-1077.5pp | 335.64%-339.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $639 | $1,462-56.3% | $2,419-73.6% | $2,203-71.0% |
| Participant deferral / active EE | $3,497 | $2,230+56.8% | $3,328+5.1% | $3,192+9.6% |
| Admin fee / account holder | $2,873 | $3,635-21.0% | $4,536-36.7% | $4,297-33.1% |