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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 | $16,779 | $52,519-68.1% | $155,789-89.2% | $59,633-71.9% |
| Participation rate | 52.9% | 61.7%-8.8pp | 76.1%-23.2pp | 68.7%-15.7pp |
| Annual return | -2.77% | 53.51%-56.3pp | 71.54%-74.3pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $388 | $1,589-75.6% | $3,839-89.9% | $2,203-82.4% |
| Participant deferral / active EE | $986 | $3,084-68.0% | $4,798-79.5% | $3,192-69.1% |
| Admin fee / account holder | $803 | $3,540-77.3% | $7,477-89.3% | $4,297-81.3% |