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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 | $27,479 | $84,464-67.5% | $61,399-55.2% | $134,509-79.6% |
| Participation rate | 61.1% | 62.2%-1.1pp | 52.6%+8.5pp | 81.2%-20.1pp |
| Annual return | -26.52% | 585.06%-611.6pp | 338.81%-365.3pp | 418.13%-444.7pp |
| Employer contribution / active EE | $557 | $1,545-63.9% | $1,159-52.0% | $4,741-88.3% |
| Participant deferral / active EE | $8,740 | $2,818+210.2% | $2,124+311.4% | $6,400+36.6% |
| Admin fee / account holder | $471 | $2,587-81.8% | $2,131-77.9% | $11,427-95.9% |