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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 | $31,207 | $84,628-63.1% | $61,501-49.3% | $134,545-76.8% |
| Participation rate | 35.7% | 62.2%-26.5pp | 52.6%-16.9pp | 81.2%-45.5pp |
| Annual return | -22.92% | 585.61%-608.5pp | 339.04%-362.0pp | 418.37%-441.3pp |
| Employer contribution / active EE | $1,060 | $1,545-31.4% | $1,160-8.6% | $4,742-77.6% |
| Participant deferral / active EE | $2,663 | $2,819-5.5% | $2,125+25.4% | $6,401-58.4% |
| Admin fee / account holder | $449 | $2,587-82.6% | $2,132-78.9% | $11,431-96.1% |