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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 | $24,508 | $95,975-74.5% | $74,549-67.1% | $135,379-81.9% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -10.18% | 56.96%-67.1pp | 32.53%-42.7pp | 519.79%-530.0pp |
| Employer contribution / active EE | $2,260 | $2,716-16.8% | $1,961+15.3% | $4,779-52.7% |
| Participant deferral / active EE | $2,372 | $3,844-38.3% | $3,108-23.7% | $5,609-57.7% |
| Admin fee / account holder | $3,778 | $6,522-42.1% | $5,059-25.3% | $10,828-65.1% |