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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 | $20,732 | $82,674-74.9% | $125,363-83.5% | $68,495-69.7% |
| Participation rate | 34.1% | 75.0%-40.9pp | 82.4%-48.2pp | 67.9%-33.7pp |
| Annual return | -21.46% | -5.97%-15.5pp | 572.15%-593.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $762 | $3,382-77.5% | $4,815-84.2% | $2,596-70.6% |
| Participant deferral / active EE | $3,483 | $6,111-43.0% | $7,447-53.2% | $4,028-13.5% |
| Admin fee / account holder | $2,231 | $6,276-64.4% | $10,005-77.7% | $5,403-58.7% |