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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 | $21,400 | $93,098-77.0% | $77,081-72.2% | $134,509-84.1% |
| Participation rate | 65.0% | 74.5%-9.5pp | 67.9%-2.9pp | 81.2%-16.2pp |
| Annual return | -23.10% | 62.63%-85.7pp | 42.33%-65.4pp | 418.13%-441.2pp |
| Employer contribution / active EE | $2,230 | $3,419-34.8% | $2,813-20.7% | $4,741-53.0% |
| Participant deferral / active EE | $7,374 | $5,239+40.7% | $4,428+66.5% | $6,400+15.2% |
| Admin fee / account holder | $1,304 | $6,945-81.2% | $5,427-76.0% | $11,427-88.6% |