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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 | $23,023 | $152,597-84.9% | $117,533-80.4% | $134,532-82.9% |
| Participation rate | 35.0% | 77.1%-42.1pp | 70.6%-35.6pp | 81.2%-46.2pp |
| Annual return | -21.73% | 53.04%-74.8pp | 29.77%-51.5pp | 418.27%-440.0pp |
| Employer contribution / active EE | $442 | $5,576-92.1% | $4,179-89.4% | $4,741-90.7% |
| Participant deferral / active EE | $2,055 | $4,821-57.4% | $4,072-49.5% | $6,401-67.9% |
| Admin fee / account holder | $2,807 | $7,007-59.9% | $5,647-50.3% | $11,429-75.4% |