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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 | $15,391 | $190,916-91.9% | $160,037-90.4% | $134,545-88.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -28.04% | 552.79%-580.8pp | 408.95%-437.0pp | 418.37%-446.4pp |
| Employer contribution / active EE | $697 | $4,996-86.1% | $4,226-83.5% | $4,742-85.3% |
| Participant deferral / active EE | $3,764 | $6,925-45.6% | $6,184-39.1% | $6,401-41.2% |
| Admin fee / account holder | $3,119 | $10,497-70.3% | $8,716-64.2% | $11,431-72.7% |