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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 | $12,368 | $97,125-87.3% | $86,233-85.7% | $137,256-91.0% |
| Participation rate | 29.4% | 74.2%-44.8pp | 69.0%-39.6pp | 80.0%-50.5pp |
| Annual return | -46.83% | 74.19%-121.0pp | 61.39%-108.2pp | 220.34%-267.2pp |
| Employer contribution / active EE | $640 | $2,841-77.5% | $2,504-74.4% | $4,156-84.6% |
| Participant deferral / active EE | $2,213 | $5,180-57.3% | $4,559-51.5% | $6,407-65.5% |
| Admin fee / account holder | $3,815 | $9,725-60.8% | $8,342-54.3% | $12,270-68.9% |