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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 | $27,229 | $100,073-72.8% | $85,126-68.0% | $145,877-81.3% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | -6.68% | 84.11%-90.8pp | 66.63%-73.3pp | 551.28%-558.0pp |
| Employer contribution / active EE | $861 | $3,236-73.4% | $2,731-68.5% | $4,663-81.5% |
| Participant deferral / active EE | $1,419 | $5,294-73.2% | $4,523-68.6% | $6,691-78.8% |
| Admin fee / account holder | $3,207 | $7,261-55.8% | $6,160-47.9% | $13,402-76.1% |