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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 | $27,550 | $56,199-51.0% | $67,652-59.3% | $59,632-53.8% |
| Participation rate | 57.4% | 71.5%-14.1pp | 75.7%-18.3pp | 68.7%-11.3pp |
| Annual return | -2.44% | 18505.31%-18507.7pp | 6625.04%-6627.5pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $536 | $1,614-66.8% | $2,266-76.3% | $2,203-75.7% |
| Participant deferral / active EE | $1,714 | $2,844-39.7% | $3,560-51.8% | $3,192-46.3% |
| Admin fee / account holder | $1,992 | $3,958-49.7% | $4,821-58.7% | $4,297-53.6% |