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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 | $64,430 | $109,872-41.4% | $98,483-34.6% | $167,536-61.5% |
| Participation rate | 52.2% | 75.8%-23.7pp | 73.3%-21.2pp | 82.1%-29.9pp |
| Annual return | -3.88% | 1959.31%-1963.2pp | 1494.38%-1498.3pp | 478.82%-482.7pp |
| Employer contribution / active EE | $1,154 | $3,225-64.2% | $2,961-61.0% | $4,839-76.2% |
| Participant deferral / active EE | $2,135 | $4,673-54.3% | $4,276-50.1% | $6,342-66.3% |
| Admin fee / account holder | $651 | $6,757-90.4% | $5,953-89.1% | $12,315-94.7% |