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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 | $20,489 | $57,352-64.3% | $83,831-75.6% | $64,173-68.1% |
| Participation rate | 69.4% | 68.6%+0.8pp | 76.1%-6.7pp | 69.6%-0.1pp |
| Annual return | -8.83% | 11.38%-20.2pp | 850.99%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,099 | $2,546-56.8% | $3,631-69.7% | $2,381-53.9% |
| Participant deferral / active EE | $3,521 | $2,993+17.6% | $4,082-13.8% | $3,470+1.5% |
| Admin fee / account holder | $1,683 | $4,046-58.4% | $5,479-69.3% | $4,887-65.6% |