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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 | $14,383 | $75,832-81.0% | $147,617-90.3% | $59,633-75.9% |
| Participation rate | 25.4% | 71.6%-46.2pp | 84.6%-59.2pp | 68.7%-43.3pp |
| Annual return | -13.76% | 0.37%-14.1pp | 61.98%-75.7pp | 2041.45%-2055.2pp |
| Employer contribution / active EE | $618 | $3,485-82.3% | $5,564-88.9% | $2,203-72.0% |
| Participant deferral / active EE | $1,371 | $3,131-56.2% | $4,895-72.0% | $3,192-57.0% |
| Admin fee / account holder | $2,469 | $5,986-58.7% | $11,612-78.7% | $4,297-42.5% |