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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 | $134,001-82.4% | $112,258-79.0% | $134,509-82.5% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -22.62% | 47.15%-69.8pp | 27.47%-50.1pp | 418.13%-440.7pp |
| Employer contribution / active EE | $864 | $4,039-78.6% | $3,636-76.2% | $4,741-81.8% |
| Participant deferral / active EE | $2,649 | $5,291-49.9% | $4,728-44.0% | $6,400-58.6% |
| Admin fee / account holder | $446 | $7,491-94.0% | $6,411-93.0% | $11,427-96.1% |