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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 | $27,101 | $105,160-74.2% | $94,679-71.4% | $139,456-80.6% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | -4.13% | 38.04%-42.2pp | 156.75%-160.9pp | 373.45%-377.6pp |
| Employer contribution / active EE | $1,430 | $4,107-65.2% | $3,673-61.1% | $4,753-69.9% |
| Participant deferral / active EE | $3,750 | $7,599-50.6% | $7,417-49.4% | $6,711-44.1% |
| Admin fee / account holder | $3,780 | $8,988-57.9% | $7,233-47.7% | $11,407-66.9% |