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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 | $23,722 | $52,519-54.8% | $155,789-84.8% | $59,633-60.2% |
| Participation rate | 42.2% | 61.7%-19.5pp | 76.1%-33.9pp | 68.7%-26.4pp |
| Annual return | -4.96% | 53.51%-58.5pp | 71.54%-76.5pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $1,184 | $1,589-25.5% | $3,839-69.2% | $2,203-46.3% |
| Participant deferral / active EE | $2,563 | $3,084-16.9% | $4,798-46.6% | $3,192-19.7% |
| Admin fee / account holder | $953 | $3,540-73.1% | $7,477-87.3% | $4,297-77.8% |