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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 | $44,921 | $90,606-50.4% | $79,466-43.5% | $135,379-66.8% |
| Participation rate | 54.2% | 76.0%-21.9pp | 73.3%-19.2pp | 82.6%-28.5pp |
| Annual return | -12.45% | 977.69%-990.1pp | 718.28%-730.7pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,191 | $3,068-61.2% | $2,800-57.5% | $4,779-75.1% |
| Participant deferral / active EE | $2,571 | $4,050-36.5% | $3,704-30.6% | $5,609-54.2% |
| Admin fee / account holder | $2,777 | $5,895-52.9% | $5,104-45.6% | $10,828-74.3% |