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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 | $20,183 | $54,357-62.9% | $82,706-75.6% | $68,495-70.5% |
| Participation rate | 46.4% | 63.9%-17.5pp | 72.6%-26.1pp | 67.9%-21.5pp |
| Annual return | -22.27% | -13.67%-8.6pp | 701.76%-724.0pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,268 | $2,218-42.9% | $3,007-57.8% | $2,596-51.2% |
| Participant deferral / active EE | $2,148 | $3,246-33.8% | $4,394-51.1% | $4,028-46.7% |
| Admin fee / account holder | $1,122 | $4,396-74.5% | $5,329-78.9% | $5,403-79.2% |