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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 | $23,235 | $75,962-69.4% | $154,111-84.9% | $64,173-63.8% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | -10.63% | 30.32%-40.9pp | 735.18%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $742 | $3,350-77.9% | $5,298-86.0% | $2,381-68.8% |
| Participant deferral / active EE | $3,859 | $3,175+21.5% | $5,081-24.0% | $3,470+11.2% |
| Admin fee / account holder | $1,238 | $5,589-77.8% | $13,411-90.8% | $4,887-74.7% |