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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 | $22,285 | $67,352-66.9% | $60,899-63.4% | $134,509-83.4% |
| Participation rate | 40.9% | 76.2%-35.3pp | 73.1%-32.2pp | 81.2%-40.3pp |
| Annual return | -22.31% | 49.99%-72.3pp | 16.92%-39.2pp | 418.13%-440.4pp |
| Employer contribution / active EE | $631 | $3,098-79.6% | $2,702-76.6% | $4,741-86.7% |
| Participant deferral / active EE | $5,155 | $4,539+13.6% | $3,817+35.0% | $6,400-19.5% |
| Admin fee / account holder | $3,606 | $4,585-21.3% | $3,225+11.8% | $11,427-68.4% |