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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 | $25,313 | $152,597-83.4% | $117,533-78.5% | $134,532-81.2% |
| Participation rate | 28.6% | 77.1%-48.5pp | 70.6%-42.0pp | 81.2%-52.7pp |
| Annual return | -21.26% | 53.04%-74.3pp | 29.77%-51.0pp | 418.27%-439.5pp |
| Employer contribution / active EE | $456 | $5,576-91.8% | $4,179-89.1% | $4,741-90.4% |
| Participant deferral / active EE | $3,089 | $4,821-35.9% | $4,072-24.2% | $6,401-51.7% |
| Admin fee / account holder | $607 | $7,007-91.3% | $5,647-89.3% | $11,429-94.7% |