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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 | $81,911 | $48,274+69.7% | $63,244+29.5% | $59,633+37.4% |
| Participation rate | 16.1% | 66.3%-50.2pp | 71.0%-54.9pp | 68.7%-52.5pp |
| Annual return | -5.28% | -240.79%+235.5pp | -70.31%+65.0pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $675 | $1,586-57.5% | $2,322-70.9% | $2,203-69.4% |
| Participant deferral / active EE | $1,782 | $2,343-24.0% | $2,953-39.7% | $3,192-44.2% |
| Admin fee / account holder | $565 | $3,600-84.3% | $5,893-90.4% | $4,297-86.9% |