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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 | $22,429 | $52,519-57.3% | $155,789-85.6% | $59,633-62.4% |
| Participation rate | 45.2% | 61.7%-16.5pp | 76.1%-30.9pp | 68.7%-23.5pp |
| Annual return | -2.65% | 53.51%-56.2pp | 71.54%-74.2pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $225 | $1,589-85.9% | $3,839-94.1% | $2,203-89.8% |
| Participant deferral / active EE | $2,549 | $3,084-17.4% | $4,798-46.9% | $3,192-20.1% |
| Admin fee / account holder | $1,499 | $3,540-57.7% | $7,477-80.0% | $4,297-65.1% |