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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 | $64,047 | $45,566+40.6% | $64,105-0.1% | $59,633+7.4% |
| Participation rate | 58.1% | 60.2%-2.1pp | 68.2%-10.1pp | 68.7%-10.6pp |
| Annual return | -5.94% | 4.95%-10.9pp | 791.24%-797.2pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $342 | $934-63.4% | $1,820-81.2% | $2,203-84.5% |
| Participant deferral / active EE | $1,868 | $2,057-9.2% | $2,822-33.8% | $3,192-41.5% |
| Admin fee / account holder | $2,797 | $3,268-14.4% | $4,499-37.8% | $4,297-34.9% |