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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 | $18,362 | $97,729-81.2% | $83,830-78.1% | $135,379-86.4% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -13.98% | 1287.52%-1301.5pp | 850.97%-864.9pp | 519.79%-533.8pp |
| Employer contribution / active EE | $732 | $4,222-82.7% | $3,631-79.8% | $4,779-84.7% |
| Participant deferral / active EE | $2,673 | $4,683-42.9% | $4,082-34.5% | $5,609-52.3% |
| Admin fee / account holder | $766 | $6,674-88.5% | $5,479-86.0% | $10,828-92.9% |