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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 | $12,687 | $152,597-91.7% | $117,533-89.2% | $134,532-90.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -25.05% | 53.04%-78.1pp | 29.77%-54.8pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,238 | $5,576-77.8% | $4,179-70.4% | $4,741-73.9% |
| Participant deferral / active EE | $1,946 | $4,821-59.6% | $4,072-52.2% | $6,401-69.6% |
| Admin fee / account holder | $1,113 | $7,007-84.1% | $5,647-80.3% | $11,429-90.3% |