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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 | $25,389 | $82,630-69.3% | $64,105-60.4% | $125,389-79.8% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | -4.09% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,526 | $2,671-42.9% | $1,820-16.1% | $4,866-68.6% |
| Participant deferral / active EE | $4,070 | $3,608+12.8% | $2,822+44.3% | $5,352-23.9% |
| Admin fee / account holder | $658 | $6,382-89.7% | $4,499-85.4% | $9,541-93.1% |