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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 | $31,512 | $97,729-67.8% | $83,830-62.4% | $135,379-76.7% |
| Participation rate | 61.9% | 80.0%-18.0pp | 76.1%-14.2pp | 82.6%-20.7pp |
| Annual return | -13.62% | 1287.52%-1301.1pp | 850.97%-864.6pp | 519.79%-533.4pp |
| Employer contribution / active EE | $940 | $4,222-77.7% | $3,631-74.1% | $4,779-80.3% |
| Participant deferral / active EE | $3,799 | $4,683-18.9% | $4,082-6.9% | $5,609-32.3% |
| Admin fee / account holder | $714 | $6,674-89.3% | $5,479-87.0% | $10,828-93.4% |