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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 | $25,621 | $142,392-82.0% | $119,622-78.6% | $134,532-81.0% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -22.76% | -12.46%-10.3pp | -14.98%-7.8pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,285 | $5,224-75.4% | $4,232-69.6% | $4,741-72.9% |
| Participant deferral / active EE | $6,824 | $6,467+5.5% | $5,601+21.8% | $6,401+6.6% |
| Admin fee / account holder | $610 | $13,593-95.5% | $10,328-94.1% | $11,429-94.7% |