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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 | $24,415 | $55,449-56.0% | $83,831-70.9% | $56,289-56.6% |
| Participation rate | 27.6% | 68.0%-40.4pp | 76.1%-48.5pp | 69.9%-42.2pp |
| Annual return | -7.65% | -1.38%-6.3pp | 850.99%-858.6pp | -9.96%+2.3pp |
| Employer contribution / active EE | $805 | $2,430-66.9% | $3,631-77.8% | $2,111-61.9% |
| Participant deferral / active EE | $2,003 | $2,935-31.8% | $4,082-50.9% | $3,350-40.2% |
| Admin fee / account holder | $1,049 | $656+59.9% | $5,479-80.9% | $521+101.4% |