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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 | $13,694 | $45,152-69.7% | $73,836-81.5% | $59,633-77.0% |
| Participation rate | 64.3% | 64.0%+0.3pp | 73.4%-9.2pp | 68.7%-4.4pp |
| Annual return | -3.06% | 27.40%-30.5pp | 2268.06%-2271.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $990 | $1,901-47.9% | $2,787-64.5% | $2,203-55.1% |
| Participant deferral / active EE | $1,175 | $2,573-54.3% | $3,583-67.2% | $3,192-63.2% |
| Admin fee / account holder | $1,404 | $3,515-60.1% | $4,882-71.2% | $4,297-67.3% |