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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 | $31,329 | $56,197-44.3% | $67,652-53.7% | $59,633-47.5% |
| Participation rate | 54.7% | 71.5%-16.8pp | 75.7%-20.9pp | 68.7%-14.0pp |
| Annual return | -3.13% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $806 | $1,615-50.1% | $2,266-64.4% | $2,203-63.4% |
| Participant deferral / active EE | $1,956 | $2,844-31.2% | $3,560-45.0% | $3,192-38.7% |
| Admin fee / account holder | $1,347 | $3,958-66.0% | $4,821-72.1% | $4,297-68.6% |