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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 | $12,575 | $100,073-87.4% | $85,126-85.2% | $145,877-91.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | -0.09% | 84.11%-84.2pp | 66.63%-66.7pp | 551.28%-551.4pp |
| Employer contribution / active EE | $1,172 | $3,236-63.8% | $2,731-57.1% | $4,663-74.9% |
| Participant deferral / active EE | $1,241 | $5,294-76.6% | $4,523-72.6% | $6,691-81.5% |
| Admin fee / account holder | $1,409 | $7,261-80.6% | $6,160-77.1% | $13,402-89.5% |