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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 | $19,114 | $27,632-30.8% | $61,452-68.9% | $68,486-72.1% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -32.65% | -13.24%-19.4pp | 338.96%-371.6pp | -7.85%-24.8pp |
| Employer contribution / active EE | $686 | $696-1.4% | $1,160-40.8% | $2,597-73.6% |
| Participant deferral / active EE | $2,456 | $1,264+94.3% | $2,125+15.6% | $4,028-39.0% |
| Admin fee / account holder | $325 | $2,010-83.8% | $2,131-84.7% | $5,404-94.0% |