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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 | $17,640 | $76,000-76.8% | $154,111-88.6% | $64,186-72.5% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -8.67% | 30.32%-39.0pp | 735.15%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,268 | $3,351-62.2% | $5,298-76.1% | $2,381-46.8% |
| Participant deferral / active EE | $1,780 | $3,175-44.0% | $5,081-65.0% | $3,470-48.7% |
| Admin fee / account holder | $1,264 | $5,596-77.4% | $13,411-90.6% | $4,888-74.1% |