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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 | $25,251 | $57,352-56.0% | $83,831-69.9% | $64,173-60.7% |
| Participation rate | 51.0% | 68.6%-17.6pp | 76.1%-25.2pp | 69.6%-18.6pp |
| Annual return | -8.63% | 11.38%-20.0pp | 850.99%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,388 | $2,546-45.5% | $3,631-61.8% | $2,381-41.7% |
| Participant deferral / active EE | $2,238 | $2,993-25.2% | $4,082-45.2% | $3,470-35.5% |
| Admin fee / account holder | $3,070 | $4,046-24.1% | $5,479-44.0% | $4,887-37.2% |