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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 | $22,484 | $138,076-83.7% | $123,553-81.8% | $135,380-83.4% |
| Participation rate | 35.3% | 84.7%-49.4pp | 82.3%-47.0pp | 82.6%-47.3pp |
| Annual return | -10.98% | 153.70%-164.7pp | 119.21%-130.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,047 | $5,152-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $2,831 | $6,800-58.4% | $6,426-55.9% | $5,609-49.5% |
| Admin fee / account holder | $1,816 | $10,917-83.4% | $9,284-80.4% | $10,828-83.2% |