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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 | $15,131 | $90,607-83.3% | $79,467-81.0% | $135,380-88.8% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -10.02% | 977.74%-987.8pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,007 | $3,068-67.2% | $2,800-64.0% | $4,779-78.9% |
| Participant deferral / active EE | $2,012 | $4,050-50.3% | $3,704-45.7% | $5,609-64.1% |
| Admin fee / account holder | $688 | $5,895-88.3% | $5,104-86.5% | $10,828-93.7% |