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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 | $22,458 | $56,199-60.0% | $67,652-66.8% | $59,632-62.3% |
| Participation rate | 49.3% | 71.5%-22.2pp | 75.7%-26.4pp | 68.7%-19.4pp |
| Annual return | -4.51% | 18505.31%-18509.8pp | 6625.04%-6629.6pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $723 | $1,614-55.2% | $2,266-68.1% | $2,203-67.2% |
| Participant deferral / active EE | $1,730 | $2,844-39.2% | $3,560-51.4% | $3,192-45.8% |
| Admin fee / account holder | $509 | $3,958-87.2% | $4,821-89.5% | $4,297-88.2% |