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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 | $24,899 | $54,370-54.2% | $82,763-69.9% | $68,490-63.6% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -19.93% | -13.67%-6.3pp | 702.45%-722.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $526 | $2,219-76.3% | $3,008-82.5% | $2,597-79.7% |
| Participant deferral / active EE | $3,883 | $3,247+19.6% | $4,395-11.6% | $4,028-3.6% |
| Admin fee / account holder | $495 | $4,398-88.7% | $5,325-90.7% | $5,403-90.8% |