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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 | $41,605 | $92,743-55.1% | $82,744-49.7% | $134,532-69.1% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -24.70% | 946.63%-971.3pp | 702.22%-726.9pp | 418.27%-443.0pp |
| Employer contribution / active EE | $400 | $3,273-87.8% | $3,008-86.7% | $4,741-91.6% |
| Participant deferral / active EE | $1,577 | $4,802-67.2% | $4,395-64.1% | $6,401-75.4% |
| Admin fee / account holder | $656 | $5,977-89.0% | $5,325-87.7% | $11,429-94.3% |