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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 | $34,005 | $48,274-29.6% | $63,244-46.2% | $59,633-43.0% |
| Participation rate | 59.6% | 66.3%-6.7pp | 71.0%-11.5pp | 68.7%-9.1pp |
| Annual return | -4.57% | -240.79%+236.2pp | -70.31%+65.7pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $2,429 | $1,586+53.1% | $2,322+4.6% | $2,203+10.3% |
| Participant deferral / active EE | $2,718 | $2,343+16.0% | $2,953-8.0% | $3,192-14.8% |
| Admin fee / account holder | $704 | $3,600-80.4% | $5,893-88.1% | $4,297-83.6% |