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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 | $23,836 | $82,674-71.2% | $125,381-81.0% | $68,486-65.2% |
| Participation rate | 25.7% | 75.1%-49.3pp | 82.4%-56.7pp | 67.9%-42.2pp |
| Annual return | -21.81% | -5.97%-15.8pp | 572.31%-594.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $873 | $3,382-74.2% | $4,815-81.9% | $2,597-66.4% |
| Participant deferral / active EE | $2,598 | $6,111-57.5% | $7,448-65.1% | $4,028-35.5% |
| Admin fee / account holder | $602 | $6,277-90.4% | $10,007-94.0% | $5,404-88.9% |