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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 | $19,122 | $82,324-76.8% | $68,803-72.2% | $134,545-85.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -26.25% | -2.17%-24.1pp | -6.37%-19.9pp | 418.37%-444.6pp |
| Employer contribution / active EE | $2,315 | $3,302-29.9% | $2,656-12.8% | $4,742-51.2% |
| Participant deferral / active EE | $3,407 | $4,740-28.1% | $3,942-13.6% | $6,401-46.8% |
| Admin fee / account holder | $778 | $6,485-88.0% | $4,936-84.2% | $11,431-93.2% |