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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 | $23,566 | $75,962-69.0% | $154,108-84.7% | $64,173-63.3% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | -9.03% | 30.32%-39.4pp | 735.21%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $811 | $3,350-75.8% | $5,298-84.7% | $2,381-65.9% |
| Participant deferral / active EE | $1,472 | $3,175-53.6% | $5,081-71.0% | $3,470-57.6% |
| Admin fee / account holder | $2,141 | $5,589-61.7% | $13,411-84.0% | $4,887-56.2% |