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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 | $20,481 | $49,177-58.4% | $79,476-74.2% | $64,181-68.1% |
| Participation rate | 28.1% | 65.0%-36.9pp | 73.3%-45.2pp | 69.6%-41.4pp |
| Annual return | -10.87% | -1.16%-9.7pp | 718.21%-729.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $666 | $2,076-67.9% | $2,800-76.2% | $2,381-72.0% |
| Participant deferral / active EE | $2,250 | $2,821-20.3% | $3,704-39.3% | $3,470-35.2% |
| Admin fee / account holder | $774 | $3,839-79.8% | $5,113-84.9% | $4,887-84.2% |