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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 | $26,458 | $110,379-76.0% | $102,412-74.2% | $145,884-81.9% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | -63.59% | 24.84%-88.4pp | 24.94%-88.5pp | 551.85%-615.4pp |
| Employer contribution / active EE | $1,037 | $4,216-75.4% | $3,870-73.2% | $4,662-77.8% |
| Participant deferral / active EE | $4,257 | $5,622-24.3% | $5,060-15.9% | $6,690-36.4% |
| Admin fee / account holder | $8,427 | $9,745-13.5% | $8,388+0.5% | $13,392-37.1% |