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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 | $23,160 | $138,076-83.2% | $123,553-81.3% | $135,380-82.9% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -12.25% | 153.70%-165.9pp | 119.21%-131.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $1,379 | $5,152-73.2% | $4,628-70.2% | $4,779-71.1% |
| Participant deferral / active EE | $5,370 | $6,800-21.0% | $6,426-16.4% | $5,609-4.3% |
| Admin fee / account holder | $5,237 | $10,917-52.0% | $9,284-43.6% | $10,828-51.6% |