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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 | $14,821 | $134,001-88.9% | $112,258-86.8% | $134,509-89.0% |
| Participation rate | 43.5% | 78.6%-35.1pp | 75.1%-31.6pp | 81.2%-37.7pp |
| Annual return | -21.24% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.4pp |
| Employer contribution / active EE | $977 | $4,039-75.8% | $3,636-73.1% | $4,741-79.4% |
| Participant deferral / active EE | $2,131 | $5,291-59.7% | $4,728-54.9% | $6,400-66.7% |
| Admin fee / account holder | $686 | $7,491-90.8% | $6,411-89.3% | $11,427-94.0% |