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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 | $16,892 | $67,396-74.9% | $60,919-72.3% | $134,545-87.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -22.14% | 50.12%-72.3pp | 16.96%-39.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $533 | $3,101-82.8% | $2,704-80.3% | $4,742-88.8% |
| Participant deferral / active EE | $4,207 | $4,534-7.2% | $3,814+10.3% | $6,401-34.3% |
| Admin fee / account holder | $4,484 | $4,590-2.3% | $3,228+38.9% | $11,431-60.8% |