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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 | $20,510 | $57,350-64.2% | $83,850-75.5% | $64,181-68.0% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | -11.83% | 11.38%-23.2pp | 850.92%-862.8pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,737 | $2,545-31.8% | $3,631-52.2% | $2,381-27.1% |
| Participant deferral / active EE | $4,366 | $2,993+45.9% | $4,082+7.0% | $3,470+25.8% |
| Admin fee / account holder | $672 | $4,046-83.4% | $5,478-87.7% | $4,887-86.3% |