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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 | $27,737 | $197,819-86.0% | $155,789-82.2% | $125,389-77.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -6.11% | 86.73%-92.8pp | 71.54%-77.6pp | 282.24%-288.4pp |
| Employer contribution / active EE | $924 | $4,850-81.0% | $3,839-75.9% | $4,866-81.0% |
| Participant deferral / active EE | $4,074 | $5,631-27.7% | $4,798-15.1% | $5,352-23.9% |
| Admin fee / account holder | $5,597 | $9,544-41.4% | $7,477-25.1% | $9,541-41.3% |