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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 | $12,949 | $99,644-87.0% | $86,438-85.0% | $134,532-90.4% |
| Participation rate | 54.5% | 82.1%-27.5pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -26.72% | 6787.26%-6814.0pp | 4397.19%-4423.9pp | 418.27%-445.0pp |
| Employer contribution / active EE | $1,195 | $4,402-72.9% | $3,769-68.3% | $4,741-74.8% |
| Participant deferral / active EE | $6,121 | $7,247-15.5% | $6,952-12.0% | $6,401-4.4% |
| Admin fee / account holder | $1,484 | $8,375-82.3% | $6,733-78.0% | $11,429-87.0% |