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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 | $20,450 | $82,324-75.2% | $68,803-70.3% | $134,545-84.8% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -23.51% | -2.17%-21.3pp | -6.37%-17.1pp | 418.37%-441.9pp |
| Employer contribution / active EE | $716 | $3,302-78.3% | $2,656-73.0% | $4,742-84.9% |
| Participant deferral / active EE | $2,067 | $4,740-56.4% | $3,942-47.6% | $6,401-67.7% |
| Admin fee / account holder | $842 | $6,485-87.0% | $4,936-82.9% | $11,431-92.6% |