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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 | $11,997 | $67,372-82.2% | $60,906-80.3% | $134,532-91.1% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.1%-30.2pp | 81.2%-38.4pp |
| Annual return | -24.62% | 50.05%-74.7pp | 16.94%-41.6pp | 418.27%-442.9pp |
| Employer contribution / active EE | $1,081 | $3,099-65.1% | $2,703-60.0% | $4,741-77.2% |
| Participant deferral / active EE | $1,332 | $4,532-70.6% | $3,814-65.1% | $6,401-79.2% |
| Admin fee / account holder | $680 | $4,588-85.2% | $3,227-78.9% | $11,429-94.0% |