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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 | $19,238 | $100,811-80.9% | $86,698-77.8% | $134,545-85.7% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -21.87% | 29.11%-51.0pp | 35.96%-57.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $2,145 | $3,490-38.5% | $2,837-24.4% | $4,742-54.8% |
| Participant deferral / active EE | $4,660 | $5,339-12.7% | $4,656+0.1% | $6,401-27.2% |
| Admin fee / account holder | $567 | $10,926-94.8% | $7,492-92.4% | $11,431-95.0% |