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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 | $19,120 | $95,193-79.9% | $76,523-75.0% | $135,382-85.9% |
| Participation rate | 41.7% | 74.4%-32.7pp | 68.0%-26.3pp | 82.6%-41.0pp |
| Annual return | -13.90% | 4.85%-18.7pp | -0.27%-13.6pp | 519.77%-533.7pp |
| Employer contribution / active EE | $1,225 | $3,302-62.9% | $2,647-53.7% | $4,779-74.4% |
| Participant deferral / active EE | $2,656 | $4,639-42.8% | $3,835-30.8% | $5,609-52.7% |
| Admin fee / account holder | $790 | $6,249-87.4% | $4,848-83.7% | $10,829-92.7% |