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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 | $25,146 | $90,509-72.2% | $78,693-68.0% | $273,968-90.8% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | -1.59% | 75.61%-77.2pp | 62.18%-63.8pp | 41.45%-43.0pp |
| Employer contribution / active EE | $354 | $3,175-88.9% | $2,850-87.6% | $4,869-92.7% |
| Participant deferral / active EE | $1,035 | $3,901-73.5% | $3,517-70.6% | $5,287-80.4% |
| Admin fee / account holder | $2,715 | $5,264-48.4% | $4,511-39.8% | $10,132-73.2% |