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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 | $23,244 | $95,915-75.8% | $79,580-70.8% | $134,532-82.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -21.53% | -2.71%-18.8pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,464 | $3,129-21.3% | $2,413+2.1% | $4,741-48.0% |
| Participant deferral / active EE | $3,681 | $4,693-21.6% | $3,985-7.6% | $6,401-42.5% |
| Admin fee / account holder | $733 | $9,132-92.0% | $6,835-89.3% | $11,429-93.6% |