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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 | $12,496 | $53,546-76.7% | $69,884-82.1% | $68,486-81.8% |
| Participation rate | 48.3% | 64.5%-16.3pp | 70.5%-22.2pp | 67.9%-19.6pp |
| Annual return | -20.48% | -13.87%-6.6pp | 190.81%-211.3pp | -7.85%-12.6pp |
| Employer contribution / active EE | $963 | $2,019-52.3% | $2,560-62.4% | $2,597-62.9% |
| Participant deferral / active EE | $2,366 | $2,957-20.0% | $3,848-38.5% | $4,028-41.3% |
| Admin fee / account holder | $1,195 | $4,693-74.5% | $6,266-80.9% | $5,404-77.9% |