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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 | $18,977 | $106,551-82.2% | $91,225-79.2% | $134,532-85.9% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.2%-8.2pp | 81.2%-16.2pp |
| Annual return | -32.56% | 160.78%-193.3pp | 114.12%-146.7pp | 418.27%-450.8pp |
| Employer contribution / active EE | $839 | $3,331-74.8% | $2,851-70.6% | $4,741-82.3% |
| Participant deferral / active EE | $5,383 | $4,718+14.1% | $4,233+27.2% | $6,401-15.9% |
| Admin fee / account holder | $2,204 | $6,234-64.6% | $5,422-59.3% | $11,429-80.7% |