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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 | $20,099 | $95,917-79.0% | $79,583-74.7% | $134,545-85.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -23.44% | -2.70%-20.7pp | 0.16%-23.6pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,415 | $3,129-54.8% | $2,414-41.4% | $4,742-70.2% |
| Participant deferral / active EE | $2,191 | $4,694-53.3% | $3,986-45.0% | $6,401-65.8% |
| Admin fee / account holder | $337 | $9,132-96.3% | $6,835-95.1% | $11,431-97.1% |