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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 | $19,198 | $82,674-76.8% | $125,381-84.7% | $68,486-72.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -22.06% | -5.97%-16.1pp | 572.31%-594.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,455 | $3,382-27.4% | $4,815-49.0% | $2,597-5.4% |
| Participant deferral / active EE | $5,857 | $6,111-4.2% | $7,448-21.4% | $4,028+45.4% |
| Admin fee / account holder | $2,953 | $6,277-53.0% | $10,007-70.5% | $5,404-45.4% |