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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 | $29,052 | $82,630-64.8% | $64,105-54.7% | $125,389-76.8% |
| Participation rate | 36.4% | 75.9%-39.5pp | 68.2%-31.8pp | 83.2%-46.8pp |
| Annual return | -12.80% | 1489.72%-1502.5pp | 791.24%-804.0pp | 282.24%-295.0pp |
| Employer contribution / active EE | $398 | $2,671-85.1% | $1,820-78.1% | $4,866-91.8% |
| Participant deferral / active EE | $2,483 | $3,608-31.2% | $2,822-12.0% | $5,352-53.6% |
| Admin fee / account holder | $2,821 | $6,382-55.8% | $4,499-37.3% | $9,541-70.4% |