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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 | $5,559 | $84,464-93.4% | $61,399-90.9% | $134,509-95.9% |
| Participation rate | 45.5% | 62.2%-16.7pp | 52.6%-7.1pp | 81.2%-35.8pp |
| Annual return | -73.45% | 585.06%-658.5pp | 338.81%-412.3pp | 418.13%-491.6pp |
| Employer contribution / active EE | $692 | $1,545-55.2% | $1,159-40.3% | $4,741-85.4% |
| Participant deferral / active EE | $1,995 | $2,818-29.2% | $2,124-6.1% | $6,400-68.8% |
| Admin fee / account holder | $1,337 | $2,587-48.3% | $2,131-37.3% | $11,427-88.3% |