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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 | $90,489-68.5% | $76,051-62.5% | $145,978-80.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | -0.14% | 622.78%-622.9pp | 360.42%-360.6pp | 550.52%-550.7pp |
| Employer contribution / active EE | $787 | $3,319-76.3% | $2,690-70.7% | $4,662-83.1% |
| Participant deferral / active EE | $1,306 | $5,164-74.7% | $4,257-69.3% | $6,690-80.5% |
| Admin fee / account holder | $2,226 | $8,374-73.4% | $6,416-65.3% | $13,400-83.4% |