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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 | $18,944 | $82,674-77.1% | $125,363-84.9% | $68,495-72.3% |
| Participation rate | 46.4% | 75.0%-28.6pp | 82.4%-35.9pp | 67.9%-21.5pp |
| Annual return | -23.29% | -5.97%-17.3pp | 572.15%-595.4pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,084 | $3,382-67.9% | $4,815-77.5% | $2,596-58.2% |
| Participant deferral / active EE | $3,972 | $6,111-35.0% | $7,447-46.7% | $4,028-1.4% |
| Admin fee / account holder | $322 | $6,276-94.9% | $10,005-96.8% | $5,403-94.0% |