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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 | $41,100 | $106,548-61.4% | $91,219-54.9% | $134,493-69.4% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -38.39% | 160.69%-199.1pp | 114.06%-152.4pp | 418.01%-456.4pp |
| Employer contribution / active EE | $786 | $3,331-76.4% | $2,851-72.4% | $4,740-83.4% |
| Participant deferral / active EE | $5,500 | $4,719+16.5% | $4,234+29.9% | $6,400-14.1% |
| Admin fee / account holder | $1,500 | $6,233-75.9% | $5,421-72.3% | $11,425-86.9% |