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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 | $26,494 | $100,792-73.7% | $86,691-69.4% | $134,509-80.3% |
| Participation rate | 57.1% | 78.9%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -22.30% | 29.08%-51.4pp | 35.94%-58.2pp | 418.13%-440.4pp |
| Employer contribution / active EE | $2,022 | $3,491-42.1% | $2,837-28.7% | $4,741-57.3% |
| Participant deferral / active EE | $5,855 | $5,339+9.7% | $4,656+25.8% | $6,400-8.5% |
| Admin fee / account holder | $329 | $10,924-97.0% | $7,492-95.6% | $11,427-97.1% |