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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 | $19,180 | $60,128-68.1% | $90,440-78.8% | $79,852-76.0% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | -42.44% | 71.95%-114.4pp | 1294.38%-1336.8pp | 31.72%-74.2pp |
| Employer contribution / active EE | $231 | $2,068-88.8% | $3,263-92.9% | $2,471-90.7% |
| Participant deferral / active EE | $1,591 | $2,939-45.9% | $3,964-59.9% | $3,740-57.5% |
| Admin fee / account holder | $1,243 | $3,977-68.7% | $5,615-77.9% | $5,306-76.6% |