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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 | $14,859 | $84,464-82.4% | $61,399-75.8% | $134,509-89.0% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-54.0pp |
| Annual return | -21.76% | 585.06%-606.8pp | 338.81%-360.6pp | 418.13%-439.9pp |
| Employer contribution / active EE | $734 | $1,545-52.5% | $1,159-36.7% | $4,741-84.5% |
| Participant deferral / active EE | $2,321 | $2,818-17.6% | $2,124+9.3% | $6,400-63.7% |
| Admin fee / account holder | $1,435 | $2,587-44.6% | $2,131-32.7% | $11,427-87.4% |