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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 | $27,602 | $27,632-0.1% | $61,399-55.0% | $68,495-59.7% |
| Participation rate | 31.4% | 39.5%-8.1pp | 52.6%-21.1pp | 67.9%-36.5pp |
| Annual return | -25.51% | -13.24%-12.3pp | 338.81%-364.3pp | -7.84%-17.7pp |
| Employer contribution / active EE | $862 | $696+23.9% | $1,159-25.7% | $2,596-66.8% |
| Participant deferral / active EE | $1,563 | $1,264+23.7% | $2,124-26.4% | $4,028-61.2% |
| Admin fee / account holder | $4,031 | $2,010+100.5% | $2,131+89.2% | $5,403-25.4% |