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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 | $20,414 | $55,449-63.2% | $83,831-75.6% | $56,289-63.7% |
| Participation rate | 30.8% | 68.0%-37.2pp | 76.1%-45.4pp | 69.9%-39.1pp |
| Annual return | -9.13% | -1.38%-7.7pp | 850.99%-860.1pp | -9.96%+0.8pp |
| Employer contribution / active EE | $748 | $2,430-69.2% | $3,631-79.4% | $2,111-64.6% |
| Participant deferral / active EE | $1,280 | $2,935-56.4% | $4,082-68.6% | $3,350-61.8% |
| Admin fee / account holder | $1,489 | $656+127.0% | $5,479-72.8% | $521+185.9% |