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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 | $28,210 | $49,177-42.6% | $79,467-64.5% | $64,173-56.0% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.3%-3.9pp | 69.6%-0.1pp |
| Annual return | -12.91% | -1.16%-11.8pp | 718.30%-731.2pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,099 | $2,076-47.1% | $2,800-60.8% | $2,381-53.8% |
| Participant deferral / active EE | $1,723 | $2,821-38.9% | $3,704-53.5% | $3,470-50.3% |
| Admin fee / account holder | $485 | $3,839-87.4% | $5,104-90.5% | $4,887-90.1% |