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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 | $17,136 | $28,624-40.1% | $53,647-68.1% | $82,637-79.3% |
| Participation rate | 22.6% | 47.3%-24.7pp | 56.3%-33.7pp | 68.1%-45.5pp |
| Annual return | -10.35% | 664.98%-675.3pp | 358.33%-368.7pp | 53.51%-63.9pp |
| Employer contribution / active EE | $728 | $637+14.4% | $962-24.3% | $2,552-71.5% |
| Participant deferral / active EE | $1,777 | $1,196+48.5% | $1,813-2.0% | $4,126-56.9% |
| Admin fee / account holder | $1,137 | $2,022-43.8% | $2,460-53.8% | $7,339-84.5% |