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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 | $15,768 | $133,981-88.2% | $112,249-86.0% | $134,532-88.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -21.71% | 47.16%-68.9pp | 27.48%-49.2pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,624 | $4,040-59.8% | $3,636-55.3% | $4,741-65.7% |
| Participant deferral / active EE | $3,620 | $5,292-31.6% | $4,729-23.4% | $6,401-43.4% |
| Admin fee / account holder | $634 | $7,492-91.5% | $6,412-90.1% | $11,429-94.5% |