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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 | $34,121 | $84,685-59.7% | $73,836-53.8% | $125,389-72.8% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -4.65% | 3123.80%-3128.4pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $1,094 | $3,123-65.0% | $2,787-60.7% | $4,866-77.5% |
| Participant deferral / active EE | $2,189 | $3,993-45.2% | $3,583-38.9% | $5,352-59.1% |
| Admin fee / account holder | $1,121 | $5,694-80.3% | $4,882-77.0% | $9,541-88.3% |