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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 | $17,192 | $95,895-82.1% | $79,576-78.4% | $134,509-87.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -55.21% | -2.72%-52.5pp | 0.15%-55.4pp | 418.13%-473.3pp |
| Employer contribution / active EE | $1,507 | $3,128-51.8% | $2,413-37.6% | $4,741-68.2% |
| Participant deferral / active EE | $7,828 | $4,693+66.8% | $3,985+96.4% | $6,400+22.3% |
| Admin fee / account holder | $1,458 | $9,129-84.0% | $6,834-78.7% | $11,427-87.2% |