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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 | $21,265 | $133,998-84.1% | $112,263-81.1% | $134,545-84.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.41% | 47.17%-70.6pp | 27.49%-50.9pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,701 | $4,040-57.9% | $3,636-53.2% | $4,742-64.1% |
| Participant deferral / active EE | $5,085 | $5,292-3.9% | $4,729+7.5% | $6,401-20.6% |
| Admin fee / account holder | $2,553 | $7,493-65.9% | $6,410-60.2% | $11,431-77.7% |