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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 | $57,520 | $99,647-42.3% | $86,439-33.5% | $134,509-57.2% |
| Participation rate | 57.9% | 82.1%-24.2pp | 80.3%-22.4pp | 81.2%-23.3pp |
| Annual return | -24.97% | 6784.13%-6809.1pp | 4395.55%-4420.5pp | 418.13%-443.1pp |
| Employer contribution / active EE | $1,910 | $4,401-56.6% | $3,769-49.3% | $4,741-59.7% |
| Participant deferral / active EE | $4,333 | $7,246-40.2% | $6,952-37.7% | $6,400-32.3% |
| Admin fee / account holder | $1,575 | $8,373-81.2% | $6,732-76.6% | $11,427-86.2% |