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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 | $14,426 | $104,106-86.1% | $71,086-79.7% | $135,379-89.3% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | -15.71% | 1256.30%-1272.0pp | 650.59%-666.3pp | 519.79%-535.5pp |
| Employer contribution / active EE | $962 | $1,485-35.2% | $1,088-11.6% | $4,779-79.9% |
| Participant deferral / active EE | $3,284 | $2,527+30.0% | $1,874+75.2% | $5,609-41.5% |
| Admin fee / account holder | $497 | $4,142-88.0% | $3,082-83.9% | $10,828-95.4% |