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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 | $16,628 | $49,177-66.2% | $79,466-79.1% | $64,173-74.1% |
| Participation rate | 35.8% | 65.0%-29.2pp | 73.3%-37.5pp | 69.6%-33.7pp |
| Annual return | -11.12% | -1.16%-10.0pp | 718.28%-729.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $809 | $2,076-61.0% | $2,800-71.1% | $2,381-66.0% |
| Participant deferral / active EE | $2,405 | $2,821-14.8% | $3,704-35.1% | $3,470-30.7% |
| Admin fee / account holder | $519 | $3,839-86.5% | $5,104-89.8% | $4,887-89.4% |