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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 | $19,016 | $106,008-82.1% | $92,240-79.4% | $147,586-87.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | -8.53% | 50.05%-58.6pp | 176.29%-184.8pp | 578.59%-587.1pp |
| Employer contribution / active EE | $1,323 | $4,333-69.5% | $3,680-64.0% | $4,876-72.9% |
| Participant deferral / active EE | $4,516 | $4,478+0.8% | $3,897+15.9% | $5,439-17.0% |
| Admin fee / account holder | $4,632 | $6,333-26.9% | $5,194-10.8% | $10,886-57.4% |