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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 | $26,113 | $134,001-80.5% | $112,258-76.7% | $134,509-80.6% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -21.32% | 47.15%-68.5pp | 27.47%-48.8pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,824 | $4,039-54.9% | $3,636-49.8% | $4,741-61.5% |
| Participant deferral / active EE | $5,193 | $5,291-1.9% | $4,728+9.8% | $6,400-18.9% |
| Admin fee / account holder | $2,565 | $7,491-65.8% | $6,411-60.0% | $11,427-77.5% |