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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 | $47,819 | $92,743-48.4% | $82,744-42.2% | $134,532-64.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -23.72% | 946.63%-970.4pp | 702.22%-725.9pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,229 | $3,273-62.5% | $3,008-59.1% | $4,741-74.1% |
| Participant deferral / active EE | $2,849 | $4,802-40.7% | $4,395-35.2% | $6,401-55.5% |
| Admin fee / account holder | $553 | $5,977-90.7% | $5,325-89.6% | $11,429-95.2% |