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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 | $22,307 | $27,632-19.3% | $61,399-63.7% | $68,495-67.4% |
| Participation rate | 23.1% | 39.5%-16.4pp | 52.6%-29.5pp | 67.9%-44.8pp |
| Annual return | -24.85% | -13.24%-11.6pp | 338.81%-363.7pp | -7.84%-17.0pp |
| Employer contribution / active EE | $732 | $696+5.2% | $1,159-36.9% | $2,596-71.8% |
| Participant deferral / active EE | $2,201 | $1,264+74.2% | $2,124+3.6% | $4,028-45.4% |
| Admin fee / account holder | $360 | $2,010-82.1% | $2,131-83.1% | $5,403-93.3% |