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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 | $21,068 | $91,198-76.9% | $178,503-88.2% | $79,856-73.6% |
| Participation rate | 17.3% | 69.2%-51.9pp | 81.9%-64.6pp | 69.6%-52.3pp |
| Annual return | -6.62% | 24.20%-30.8pp | 151.12%-157.7pp | 31.71%-38.3pp |
| Employer contribution / active EE | $499 | $3,257-84.7% | $5,011-90.1% | $2,471-79.8% |
| Participant deferral / active EE | $1,110 | $3,237-65.7% | $5,202-78.7% | $3,741-70.3% |
| Admin fee / account holder | $4,293 | $6,748-36.4% | $13,987-69.3% | $5,306-19.1% |