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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 | $28,925 | $97,729-70.4% | $83,830-65.5% | $135,379-78.6% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -10.93% | 1287.52%-1298.4pp | 850.97%-861.9pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,836 | $4,222-56.5% | $3,631-49.4% | $4,779-61.6% |
| Participant deferral / active EE | $3,826 | $4,683-18.3% | $4,082-6.3% | $5,609-31.8% |
| Admin fee / account holder | $1,272 | $6,674-80.9% | $5,479-76.8% | $10,828-88.3% |