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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 | $24,402 | $45,566-46.4% | $64,105-61.9% | $59,633-59.1% |
| Participation rate | 44.4% | 60.2%-15.7pp | 68.2%-23.7pp | 68.7%-24.2pp |
| Annual return | -3.88% | 4.95%-8.8pp | 791.24%-795.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $784 | $934-16.1% | $1,820-56.9% | $2,203-64.4% |
| Participant deferral / active EE | $983 | $2,057-52.2% | $2,822-65.1% | $3,192-69.2% |
| Admin fee / account holder | $388 | $3,268-88.1% | $4,499-91.4% | $4,297-91.0% |