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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 | $6,618 | $58,275-88.6% | $81,844-91.9% | $80,935-91.8% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.4%-13.1pp | 67.7%-8.4pp |
| Annual return | -77.04% | 41.82%-118.9pp | 778.87%-855.9pp | 35.66%-112.7pp |
| Employer contribution / active EE | $473 | $2,346-79.8% | $2,916-83.8% | $2,757-82.8% |
| Participant deferral / active EE | $1,549 | $3,285-52.9% | $4,323-64.2% | $4,299-64.0% |
| Admin fee / account holder | $1,382 | $4,749-70.9% | $7,355-81.2% | $6,924-80.0% |