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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 | $18,627 | $84,464-77.9% | $61,399-69.7% | $134,509-86.2% |
| Participation rate | 23.8% | 62.2%-38.4pp | 52.6%-28.8pp | 81.2%-57.4pp |
| Annual return | -27.23% | 585.06%-612.3pp | 338.81%-366.0pp | 418.13%-445.4pp |
| Employer contribution / active EE | $840 | $1,545-45.6% | $1,159-27.6% | $4,741-82.3% |
| Participant deferral / active EE | $2,750 | $2,818-2.4% | $2,124+29.5% | $6,400-57.0% |
| Admin fee / account holder | $508 | $2,587-80.4% | $2,131-76.1% | $11,427-95.6% |