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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 | $20,706 | $88,778-76.7% | $81,844-74.7% | $145,884-85.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -38.37% | 1033.03%-1071.4pp | 778.87%-817.2pp | 551.85%-590.2pp |
| Employer contribution / active EE | $1,329 | $3,087-56.9% | $2,916-54.4% | $4,662-71.5% |
| Participant deferral / active EE | $6,887 | $4,648+48.2% | $4,323+59.3% | $6,690+2.9% |
| Admin fee / account holder | $7,269 | $8,430-13.8% | $7,355-1.2% | $13,392-45.7% |