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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 | $11,690 | $84,551-86.2% | $61,452-81.0% | $134,532-91.3% |
| Participation rate | 29.2% | 62.2%-33.0pp | 52.6%-23.4pp | 81.2%-52.1pp |
| Annual return | -35.84% | 585.39%-621.2pp | 338.96%-374.8pp | 418.27%-454.1pp |
| Employer contribution / active EE | $161 | $1,545-89.6% | $1,160-86.1% | $4,741-96.6% |
| Participant deferral / active EE | $2,065 | $2,818-26.7% | $2,125-2.8% | $6,401-67.7% |
| Admin fee / account holder | $784 | $2,587-69.7% | $2,131-63.2% | $11,429-93.1% |