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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 | $23,196 | $97,729-76.3% | $83,830-72.3% | $135,379-82.9% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -10.97% | 1287.52%-1298.5pp | 850.97%-861.9pp | 519.79%-530.8pp |
| Employer contribution / active EE | $728 | $4,222-82.8% | $3,631-80.0% | $4,779-84.8% |
| Participant deferral / active EE | $3,379 | $4,683-27.8% | $4,082-17.2% | $5,609-39.8% |
| Admin fee / account holder | $697 | $6,674-89.6% | $5,479-87.3% | $10,828-93.6% |