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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 | $27,666 | $77,638-64.4% | $156,551-82.3% | $62,881-56.0% |
| Participation rate | 22.6% | 71.2%-48.6pp | 84.0%-61.4pp | 69.3%-46.7pp |
| Annual return | -1.46% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $971 | $3,444-71.8% | $5,501-82.3% | $2,281-57.4% |
| Participant deferral / active EE | $2,202 | $3,046-27.7% | $4,871-54.8% | $3,203-31.2% |
| Admin fee / account holder | $3,718 | $5,561-33.1% | $13,028-71.5% | $4,296-13.4% |