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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 | $25,665 | $39,798-35.5% | $67,704-62.1% | $59,633-57.0% |
| Participation rate | 54.5% | 57.4%-2.8pp | 67.5%-13.0pp | 68.7%-14.1pp |
| Annual return | -4.55% | 89.94%-94.5pp | 25.41%-30.0pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,033 | $1,393-25.8% | $2,559-59.6% | $2,203-53.1% |
| Participant deferral / active EE | $2,141 | $2,335-8.3% | $3,585-40.3% | $3,192-32.9% |
| Admin fee / account holder | $401 | $3,212-87.5% | $4,255-90.6% | $4,297-90.7% |