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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 | $19,523 | $51,226-61.9% | $82,744-76.4% | $66,938-70.8% |
| Participation rate | 51.8% | 67.9%-16.1pp | 72.6%-20.7pp | 69.8%-18.0pp |
| Annual return | -18.56% | -9.61%-9.0pp | 702.22%-720.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $886 | $2,612-66.1% | $3,008-70.5% | $2,545-65.2% |
| Participant deferral / active EE | $1,892 | $3,460-45.3% | $4,395-57.0% | $4,238-55.4% |
| Admin fee / account holder | $1,032 | $416+148.4% | $5,325-80.6% | $594+73.9% |