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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 | $33,364 | $58,241-42.7% | $81,780-59.2% | $80,911-58.8% |
| Participation rate | 59.2% | 63.4%-4.3pp | 72.4%-13.2pp | 67.6%-8.5pp |
| Annual return | -3.91% | 41.73%-45.6pp | 776.27%-780.2pp | 35.63%-39.5pp |
| Employer contribution / active EE | $1,378 | $2,343-41.2% | $2,914-52.7% | $2,756-50.0% |
| Participant deferral / active EE | $2,338 | $3,283-28.8% | $4,321-45.9% | $4,297-45.6% |
| Admin fee / account holder | $608 | $4,973-87.8% | $7,384-91.8% | $6,935-91.2% |