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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 | $21,039 | $82,674-74.6% | $125,381-83.2% | $68,486-69.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 82.4%-37.4pp | 67.9%-22.9pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,894 | $3,382-44.0% | $4,815-60.7% | $2,597-27.1% |
| Participant deferral / active EE | $3,810 | $6,111-37.7% | $7,448-48.8% | $4,028-5.4% |
| Admin fee / account holder | $743 | $6,277-88.2% | $10,007-92.6% | $5,404-86.2% |