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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 | $15,439 | $49,177-68.6% | $79,476-80.6% | $64,181-75.9% |
| Participation rate | 53.1% | 65.0%-12.0pp | 73.3%-20.3pp | 69.6%-16.5pp |
| Annual return | -10.10% | -1.16%-8.9pp | 718.21%-728.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $426 | $2,076-79.5% | $2,800-84.8% | $2,381-82.1% |
| Participant deferral / active EE | $1,365 | $2,821-51.6% | $3,704-63.1% | $3,470-60.7% |
| Admin fee / account holder | $5,088 | $3,839+32.5% | $5,113-0.5% | $4,887+4.1% |