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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 | $18,953 | $106,267-82.2% | $96,520-80.4% | $139,456-86.4% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | -50.25% | 38.45%-88.7pp | 35.72%-86.0pp | 373.45%-423.7pp |
| Employer contribution / active EE | $1,179 | $4,105-71.3% | $3,739-68.5% | $4,753-75.2% |
| Participant deferral / active EE | $2,859 | $5,454-47.6% | $4,879-41.4% | $6,711-57.4% |
| Admin fee / account holder | $6,392 | $7,882-18.9% | $6,733-5.1% | $11,407-44.0% |