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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 | $13,641 | $75,962-82.0% | $154,111-91.1% | $64,173-78.7% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -10.00% | 30.32%-40.3pp | 735.18%-745.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,650 | $3,350-50.7% | $5,298-68.8% | $2,381-30.7% |
| Participant deferral / active EE | $1,726 | $3,175-45.6% | $5,081-66.0% | $3,470-50.2% |
| Admin fee / account holder | $344 | $5,589-93.8% | $13,411-97.4% | $4,887-93.0% |