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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 | $24,589 | $49,451-50.3% | $79,580-69.1% | $66,938-63.3% |
| Participation rate | 44.3% | 61.3%-17.1pp | 69.5%-25.2pp | 69.8%-25.5pp |
| Annual return | -20.07% | 84.25%-104.3pp | 0.15%-20.2pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,514 | $1,266+19.6% | $2,413-37.3% | $2,545-40.5% |
| Participant deferral / active EE | $2,576 | $3,159-18.5% | $3,985-35.4% | $4,238-39.2% |
| Admin fee / account holder | $448 | $595-24.7% | $6,835-93.5% | $594-24.6% |