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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 | $27,799 | $44,850-38.0% | $60,547-54.1% | $59,633-53.4% |
| Participation rate | 26.8% | 59.5%-32.6pp | 68.0%-41.1pp | 68.7%-41.8pp |
| Annual return | -6.60% | 1074.14%-1080.7pp | 335.64%-342.2pp | 2041.40%-2048.0pp |
| Employer contribution / active EE | $1,080 | $1,462-26.1% | $2,419-55.4% | $2,203-51.0% |
| Participant deferral / active EE | $1,731 | $2,230-22.4% | $3,328-48.0% | $3,192-45.8% |
| Admin fee / account holder | $1,847 | $3,635-49.2% | $4,536-59.3% | $4,297-57.0% |