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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 | $20,151 | $133,981-85.0% | $112,249-82.0% | $134,532-85.0% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -20.92% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,052 | $4,040-74.0% | $3,636-71.1% | $4,741-77.8% |
| Participant deferral / active EE | $2,145 | $5,292-59.5% | $4,729-54.6% | $6,401-66.5% |
| Admin fee / account holder | $2,150 | $7,492-71.3% | $6,412-66.5% | $11,429-81.2% |