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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 | $24,527 | $75,962-67.7% | $154,111-84.1% | $64,173-61.8% |
| Participation rate | 19.5% | 70.4%-50.9pp | 83.0%-63.6pp | 69.6%-50.1pp |
| Annual return | -11.35% | 30.32%-41.7pp | 735.18%-746.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $419 | $3,350-87.5% | $5,298-92.1% | $2,381-82.4% |
| Participant deferral / active EE | $1,363 | $3,175-57.1% | $5,081-73.2% | $3,470-60.7% |
| Admin fee / account holder | $1,402 | $5,589-74.9% | $13,411-89.5% | $4,887-71.3% |