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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 | $41,569 | $56,197-26.0% | $67,652-38.6% | $59,633-30.3% |
| Participation rate | 31.3% | 71.5%-40.2pp | 75.7%-44.4pp | 68.7%-37.4pp |
| Annual return | -3.71% | 18508.10%-18511.8pp | 6625.40%-6629.1pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $740 | $1,615-54.2% | $2,266-67.3% | $2,203-66.4% |
| Participant deferral / active EE | $1,579 | $2,844-44.5% | $3,560-55.6% | $3,192-50.5% |
| Admin fee / account holder | $597 | $3,958-84.9% | $4,821-87.6% | $4,297-86.1% |