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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 | $38,725 | $48,274-19.8% | $63,244-38.8% | $59,633-35.1% |
| Participation rate | 65.7% | 66.3%-0.6pp | 71.0%-5.3pp | 68.7%-3.0pp |
| Annual return | -2.61% | -240.79%+238.2pp | -70.31%+67.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $291 | $1,586-81.7% | $2,322-87.5% | $2,203-86.8% |
| Participant deferral / active EE | $1,767 | $2,343-24.6% | $2,953-40.2% | $3,192-44.7% |
| Admin fee / account holder | $2,200 | $3,600-38.9% | $5,893-62.7% | $4,297-48.8% |