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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 | $22,750 | $82,674-72.5% | $125,381-81.9% | $68,486-66.8% |
| Participation rate | 35.8% | 75.1%-39.3pp | 82.4%-46.6pp | 67.9%-32.1pp |
| Annual return | -22.30% | -5.97%-16.3pp | 572.31%-594.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,416 | $3,382-58.1% | $4,815-70.6% | $2,597-45.5% |
| Participant deferral / active EE | $3,167 | $6,111-48.2% | $7,448-57.5% | $4,028-21.4% |
| Admin fee / account holder | $991 | $6,277-84.2% | $10,007-90.1% | $5,404-81.7% |