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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 | $19,749 | $82,630-76.1% | $64,105-69.2% | $125,389-84.2% |
| Participation rate | 44.4% | 75.9%-31.4pp | 68.2%-23.7pp | 83.2%-38.7pp |
| Annual return | -4.71% | 1489.72%-1494.4pp | 791.24%-795.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $274 | $2,671-89.7% | $1,820-84.9% | $4,866-94.4% |
| Participant deferral / active EE | $1,292 | $3,608-64.2% | $2,822-54.2% | $5,352-75.9% |
| Admin fee / account holder | $365 | $6,382-94.3% | $4,499-91.9% | $9,541-96.2% |