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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 | $20,598 | $30,732-33.0% | $59,496-65.4% | $59,633-65.5% |
| Participation rate | 28.9% | 43.2%-14.3pp | 54.6%-25.7pp | 68.7%-39.8pp |
| Annual return | -4.33% | 4.47%-8.8pp | 182.05%-186.4pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $1,344 | $631+113.1% | $1,153+16.6% | $2,203-39.0% |
| Participant deferral / active EE | $1,132 | $1,183-4.3% | $1,829-38.1% | $3,192-64.5% |
| Admin fee / account holder | $319 | $2,136-85.1% | $2,232-85.7% | $4,297-92.6% |