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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 | $28,212 | $197,819-85.7% | $155,789-81.9% | $125,389-77.5% |
| Participation rate | 68.8% | 82.1%-13.3pp | 76.1%-7.3pp | 83.2%-14.4pp |
| Annual return | -4.65% | 86.73%-91.4pp | 71.54%-76.2pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,812 | $4,850-62.6% | $3,839-52.8% | $4,866-62.8% |
| Participant deferral / active EE | $2,876 | $5,631-48.9% | $4,798-40.1% | $5,352-46.3% |
| Admin fee / account holder | $1,211 | $9,544-87.3% | $7,477-83.8% | $9,541-87.3% |