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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 | $51,061 | $84,551-39.6% | $61,452-16.9% | $134,532-62.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -27.34% | 585.39%-612.7pp | 338.96%-366.3pp | 418.27%-445.6pp |
| Employer contribution / active EE | $544 | $1,545-64.8% | $1,160-53.1% | $4,741-88.5% |
| Participant deferral / active EE | $1,524 | $2,818-45.9% | $2,125-28.3% | $6,401-76.2% |
| Admin fee / account holder | $628 | $2,587-75.7% | $2,131-70.5% | $11,429-94.5% |