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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 | $24,572 | $39,798-38.3% | $67,711-63.7% | $59,632-58.8% |
| Participation rate | 28.6% | 57.4%-28.8pp | 67.5%-38.9pp | 68.7%-40.1pp |
| Annual return | -3.55% | 89.94%-93.5pp | 25.41%-29.0pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $354 | $1,393-74.6% | $2,559-86.2% | $2,203-83.9% |
| Participant deferral / active EE | $2,216 | $2,335-5.1% | $3,585-38.2% | $3,192-30.6% |
| Admin fee / account holder | $5,893 | $3,212+83.5% | $4,255+38.5% | $4,297+37.2% |