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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 | $10,451 | $54,355-80.8% | $82,744-87.4% | $68,486-84.7% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -20.93% | -13.67%-7.3pp | 702.22%-723.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,197 | $2,219-46.0% | $3,008-60.2% | $2,597-53.9% |
| Participant deferral / active EE | $2,673 | $3,246-17.7% | $4,395-39.2% | $4,028-33.6% |
| Admin fee / account holder | $1,364 | $4,397-69.0% | $5,325-74.4% | $5,404-74.8% |