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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 | $29,474 | $110,551-73.3% | $80,741-63.5% | $167,536-82.4% |
| Participation rate | 16.7% | 64.0%-47.3pp | 54.2%-37.5pp | 82.1%-65.4pp |
| Annual return | -80.03% | 120.57%-200.6pp | 87.30%-167.3pp | 478.82%-558.9pp |
| Employer contribution / active EE | $948 | $1,543-38.6% | $1,160-18.3% | $4,839-80.4% |
| Participant deferral / active EE | $3,250 | $2,870+13.2% | $2,145+51.5% | $6,342-48.8% |
| Admin fee / account holder | $20,618 | $4,547+353.5% | $3,380+509.9% | $12,315+67.4% |