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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 | $20,892 | $75,962-72.5% | $154,111-86.4% | $64,173-67.4% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -8.32% | 30.32%-38.6pp | 735.18%-743.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,438 | $3,350-57.1% | $5,298-72.9% | $2,381-39.6% |
| Participant deferral / active EE | $3,046 | $3,175-4.1% | $5,081-40.1% | $3,470-12.2% |
| Admin fee / account holder | $625 | $5,589-88.8% | $13,411-95.3% | $4,887-87.2% |