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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 | $21,742 | $211,946-89.7% | $169,452-87.2% | $135,379-83.9% |
| Participation rate | 47.8% | 82.6%-34.8pp | 77.8%-30.0pp | 82.6%-34.8pp |
| Annual return | -20.73% | 3.26%-24.0pp | 1.83%-22.6pp | 519.79%-540.5pp |
| Employer contribution / active EE | $2,826 | $5,117-44.8% | $4,157-32.0% | $4,779-40.9% |
| Participant deferral / active EE | $6,653 | $6,075+9.5% | $5,277+26.1% | $5,609+18.6% |
| Admin fee / account holder | $406 | $11,472-96.5% | $9,110-95.5% | $10,828-96.3% |