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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 | $37,490 | $103,038-63.6% | $90,324-58.5% | $152,909-75.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.5%-13.7pp |
| Annual return | 1.89% | 95.25%-93.4pp | 78.15%-76.3pp | 345.46%-343.6pp |
| Employer contribution / active EE | $289 | $3,141-90.8% | $2,856-89.9% | $4,764-93.9% |
| Participant deferral / active EE | $1,434 | $4,282-66.5% | $3,885-63.1% | $5,851-75.5% |
| Admin fee / account holder | $31,857 | $6,177+415.7% | $5,356+494.8% | $11,601+174.6% |