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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 | $18,578 | $54,355-65.8% | $82,744-77.5% | $68,486-72.9% |
| Participation rate | 49.1% | 63.9%-14.9pp | 72.6%-23.5pp | 67.9%-18.8pp |
| Annual return | -21.62% | -13.67%-7.9pp | 702.22%-723.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,033 | $2,219-53.4% | $3,008-65.7% | $2,597-60.2% |
| Participant deferral / active EE | $1,898 | $3,246-41.5% | $4,395-56.8% | $4,028-52.9% |
| Admin fee / account holder | $617 | $4,397-86.0% | $5,325-88.4% | $5,404-88.6% |