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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 | $40,553 | $44,850-9.6% | $60,547-33.0% | $59,633-32.0% |
| Participation rate | 29.6% | 59.5%-29.9pp | 68.0%-38.4pp | 68.7%-39.1pp |
| Annual return | -2.97% | 1074.14%-1077.1pp | 335.64%-338.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $585 | $1,462-60.0% | $2,419-75.8% | $2,203-73.4% |
| Participant deferral / active EE | $1,468 | $2,230-34.2% | $3,328-55.9% | $3,192-54.0% |
| Admin fee / account holder | $893 | $3,635-75.4% | $4,536-80.3% | $4,297-79.2% |