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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 | $29,772 | $138,072-78.4% | $123,549-75.9% | $135,382-78.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -16.44% | 153.69%-170.1pp | 119.20%-135.6pp | 519.77%-536.2pp |
| Employer contribution / active EE | $1,796 | $5,152-65.1% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $4,229 | $6,799-37.8% | $6,426-34.2% | $5,609-24.6% |
| Admin fee / account holder | $407 | $10,917-96.3% | $9,284-95.6% | $10,829-96.2% |