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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 | $19,323 | $47,977-59.7% | $154,111-87.5% | $56,287-65.7% |
| Participation rate | 53.5% | 66.2%-12.7pp | 83.0%-29.5pp | 69.9%-16.3pp |
| Annual return | -8.42% | 3.54%-12.0pp | 735.18%-743.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,703 | $2,169-21.5% | $5,298-67.9% | $2,111-19.3% |
| Participant deferral / active EE | $2,814 | $2,392+17.6% | $5,081-44.6% | $3,350-16.0% |
| Admin fee / account holder | $1,277 | $438+191.4% | $13,411-90.5% | $521+145.1% |