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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 | $29,486 | $75,959-61.2% | $154,114-80.9% | $64,181-54.1% |
| Participation rate | 29.3% | 70.4%-41.1pp | 83.0%-53.8pp | 69.6%-40.3pp |
| Annual return | -10.47% | 30.32%-40.8pp | 735.16%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $623 | $3,350-81.4% | $5,298-88.2% | $2,381-73.8% |
| Participant deferral / active EE | $1,649 | $3,175-48.1% | $5,081-67.5% | $3,470-52.5% |
| Admin fee / account holder | $487 | $5,589-91.3% | $13,411-96.4% | $4,887-90.0% |