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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 | $28,519 | $90,691-68.6% | $76,119-62.5% | $145,884-80.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | -0.14% | 624.52%-624.7pp | 361.25%-361.4pp | 551.85%-552.0pp |
| Employer contribution / active EE | $787 | $3,329-76.3% | $2,693-70.8% | $4,662-83.1% |
| Participant deferral / active EE | $1,306 | $5,167-74.7% | $4,259-69.3% | $6,690-80.5% |
| Admin fee / account holder | $2,226 | $8,383-73.5% | $6,421-65.3% | $13,392-83.4% |