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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 | $23,205 | $134,001-82.7% | $112,258-79.3% | $134,509-82.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -32.59% | 47.15%-79.7pp | 27.47%-60.1pp | 418.13%-450.7pp |
| Employer contribution / active EE | $1,464 | $4,039-63.7% | $3,636-59.7% | $4,741-69.1% |
| Participant deferral / active EE | $6,019 | $5,291+13.8% | $4,728+27.3% | $6,400-6.0% |
| Admin fee / account holder | $786 | $7,491-89.5% | $6,411-87.7% | $11,427-93.1% |