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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 | $4,972 | $88,754-94.4% | $81,820-93.9% | $145,877-96.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -5.03% | 1031.77%-1036.8pp | 777.93%-783.0pp | 551.28%-556.3pp |
| Employer contribution / active EE | $858 | $3,085-72.2% | $2,915-70.6% | $4,663-81.6% |
| Participant deferral / active EE | $1,336 | $4,648-71.3% | $4,323-69.1% | $6,691-80.0% |
| Admin fee / account holder | $1,559 | $8,424-81.5% | $7,391-78.9% | $13,402-88.4% |