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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 | $27,793 | $45,152-38.4% | $73,835-62.4% | $59,633-53.4% |
| Participation rate | 62.1% | 64.0%-1.9pp | 73.4%-11.4pp | 68.7%-6.6pp |
| Annual return | -4.08% | 27.40%-31.5pp | 2268.13%-2272.2pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $548 | $1,901-71.2% | $2,788-80.3% | $2,203-75.1% |
| Participant deferral / active EE | $1,153 | $2,573-55.2% | $3,583-67.8% | $3,192-63.9% |
| Admin fee / account holder | $310 | $3,515-91.2% | $4,880-93.6% | $4,297-92.8% |