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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 | $20,023 | $75,832-73.6% | $147,618-86.4% | $59,633-66.4% |
| Participation rate | 36.8% | 71.6%-34.8pp | 84.6%-47.9pp | 68.7%-31.9pp |
| Annual return | -2.99% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $583 | $3,485-83.3% | $5,565-89.5% | $2,203-73.5% |
| Participant deferral / active EE | $1,429 | $3,131-54.4% | $4,895-70.8% | $3,192-55.2% |
| Admin fee / account holder | $2,663 | $5,986-55.5% | $11,612-77.1% | $4,297-38.0% |