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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 | $32,513 | $78,694-58.7% | $67,652-51.9% | $125,389-74.1% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 83.2%-27.6pp |
| Annual return | -8.82% | 9.46%-18.3pp | 6625.40%-6634.2pp | 282.24%-291.1pp |
| Employer contribution / active EE | $652 | $3,044-78.6% | $2,266-71.2% | $4,866-86.6% |
| Participant deferral / active EE | $1,403 | $4,292-67.3% | $3,560-60.6% | $5,352-73.8% |
| Admin fee / account holder | $660 | $7,403-91.1% | $4,821-86.3% | $9,541-93.1% |