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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 | $22,162 | $138,075-83.9% | $123,552-82.1% | $135,379-83.6% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -10.27% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,320 | $5,152-74.4% | $4,628-71.5% | $4,779-72.4% |
| Participant deferral / active EE | $3,814 | $6,800-43.9% | $6,426-40.6% | $5,609-32.0% |
| Admin fee / account holder | $2,614 | $10,917-76.1% | $9,285-71.8% | $10,828-75.9% |