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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 | $21,879 | $138,076-84.2% | $123,553-82.3% | $135,380-83.8% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -9.64% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $1,057 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $5,958 | $6,800-12.4% | $6,426-7.3% | $5,609+6.2% |
| Admin fee / account holder | $4,061 | $10,917-62.8% | $9,284-56.3% | $10,828-62.5% |