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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 | $22,696 | $92,684-75.5% | $82,706-72.6% | $134,509-83.1% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -28.41% | 945.84%-974.2pp | 701.76%-730.2pp | 418.13%-446.5pp |
| Employer contribution / active EE | $1,743 | $3,272-46.7% | $3,007-42.0% | $4,741-63.2% |
| Participant deferral / active EE | $6,173 | $4,800+28.6% | $4,394+40.5% | $6,400-3.6% |
| Admin fee / account holder | $674 | $5,982-88.7% | $5,329-87.4% | $11,427-94.1% |