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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 | $17,169 | $57,352-70.1% | $83,830-79.5% | $64,173-73.2% |
| Participation rate | 66.2% | 68.6%-2.5pp | 76.1%-10.0pp | 69.6%-3.4pp |
| Annual return | -10.84% | 11.38%-22.2pp | 850.97%-861.8pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,306 | $2,546-48.7% | $3,631-64.0% | $2,381-45.1% |
| Participant deferral / active EE | $2,120 | $2,993-29.2% | $4,082-48.1% | $3,470-38.9% |
| Admin fee / account holder | $1,270 | $4,046-68.6% | $5,479-76.8% | $4,887-74.0% |