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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 | $26,874 | $49,177-45.4% | $79,467-66.2% | $64,173-58.1% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -8.08% | -1.16%-6.9pp | 718.30%-726.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,136 | $2,076-45.3% | $2,800-59.4% | $2,381-52.3% |
| Participant deferral / active EE | $2,529 | $2,821-10.4% | $3,704-31.7% | $3,470-27.1% |
| Admin fee / account holder | $946 | $3,839-75.4% | $5,104-81.5% | $4,887-80.7% |