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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 | $21,437 | $93,124-77.0% | $77,100-72.2% | $134,545-84.1% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.95% | 62.68%-84.6pp | 42.35%-64.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,565 | $3,421-25.0% | $2,815-8.9% | $4,742-45.9% |
| Participant deferral / active EE | $3,773 | $5,242-28.0% | $4,430-14.8% | $6,401-41.1% |
| Admin fee / account holder | $487 | $6,970-93.0% | $5,443-91.1% | $11,431-95.7% |