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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 | $16,986 | $53,546-68.3% | $69,890-75.7% | $68,490-75.2% |
| Participation rate | 13.8% | 64.5%-50.7pp | 70.5%-56.6pp | 67.9%-54.1pp |
| Annual return | -19.50% | -13.87%-5.6pp | 190.84%-210.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $592 | $2,019-70.7% | $2,560-76.9% | $2,597-77.2% |
| Participant deferral / active EE | $1,494 | $2,957-49.5% | $3,848-61.2% | $4,028-62.9% |
| Admin fee / account holder | $1,651 | $4,693-64.8% | $6,267-73.7% | $5,403-69.4% |