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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 | $21,652 | $68,996-68.6% | $159,991-86.5% | $68,495-68.4% |
| Participation rate | 31.1% | 65.4%-34.3pp | 78.0%-46.8pp | 67.9%-36.7pp |
| Annual return | -22.32% | -9.65%-12.7pp | 408.82%-431.1pp | -7.84%-14.5pp |
| Employer contribution / active EE | $698 | $2,212-68.4% | $4,225-83.5% | $2,596-73.1% |
| Participant deferral / active EE | $2,415 | $4,211-42.6% | $6,183-60.9% | $4,028-40.0% |
| Admin fee / account holder | $2,685 | $4,797-44.0% | $8,715-69.2% | $5,403-50.3% |