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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 | $22,238 | $59,116-62.4% | $86,438-74.3% | $68,486-67.5% |
| Participation rate | 54.0% | 75.2%-21.3pp | 80.3%-26.4pp | 67.9%-13.9pp |
| Annual return | -20.23% | -0.23%-20.0pp | 4397.19%-4417.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $765 | $2,519-69.6% | $3,769-79.7% | $2,597-70.5% |
| Participant deferral / active EE | $3,921 | $5,902-33.6% | $6,952-43.6% | $4,028-2.6% |
| Admin fee / account holder | $2,029 | $5,639-64.0% | $6,733-69.9% | $5,404-62.5% |