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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 | $25,663 | $69,248-62.9% | $64,101-60.0% | $139,466-81.6% |
| Participation rate | 21.7% | 75.6%-53.9pp | 72.3%-50.6pp | 80.3%-58.6pp |
| Annual return | -0.97% | 45.95%-46.9pp | 33.72%-34.7pp | 373.66%-374.6pp |
| Employer contribution / active EE | $443 | $3,185-86.1% | $2,749-83.9% | $4,754-90.7% |
| Participant deferral / active EE | $3,055 | $4,682-34.8% | $3,881-21.3% | $6,712-54.5% |
| Admin fee / account holder | $10,357 | $4,247+143.8% | $3,070+237.3% | $11,409-9.2% |