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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 | $23,533 | $133,998-82.4% | $112,263-79.0% | $134,545-82.5% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -22.62% | 47.17%-69.8pp | 27.49%-50.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $864 | $4,040-78.6% | $3,636-76.2% | $4,742-81.8% |
| Participant deferral / active EE | $2,649 | $5,292-49.9% | $4,729-44.0% | $6,401-58.6% |
| Admin fee / account holder | $446 | $7,493-94.0% | $6,410-93.0% | $11,431-96.1% |