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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 | $25,406 | $85,790-70.4% | $67,313-62.3% | $135,379-81.2% |
| Participation rate | 57.9% | 76.5%-18.6pp | 69.1%-11.2pp | 82.6%-24.7pp |
| Annual return | -11.53% | -0.54%-11.0pp | -4.08%-7.4pp | 519.79%-531.3pp |
| Employer contribution / active EE | $863 | $3,487-75.2% | $2,566-66.3% | $4,779-81.9% |
| Participant deferral / active EE | $4,571 | $4,651-1.7% | $3,568+28.1% | $5,609-18.5% |
| Admin fee / account holder | $1,168 | $6,392-81.7% | $4,507-74.1% | $10,828-89.2% |