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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 | $29,663 | $115,796-74.4% | $101,264-70.7% | $158,950-81.3% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | -0.69% | 56.15%-56.8pp | 46.48%-47.2pp | 302.91%-303.6pp |
| Employer contribution / active EE | $1,207 | $4,175-71.1% | $3,660-67.0% | $4,762-74.6% |
| Participant deferral / active EE | $3,302 | $4,958-33.4% | $4,370-24.5% | $5,983-44.8% |
| Admin fee / account holder | $899 | $7,247-87.6% | $5,947-84.9% | $11,248-92.0% |