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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 | $19,543 | $95,915-79.6% | $79,580-75.4% | $134,532-85.5% |
| Participation rate | 26.7% | 75.0%-48.4pp | 69.5%-42.8pp | 81.2%-54.6pp |
| Annual return | -20.94% | -2.71%-18.2pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $672 | $3,129-78.5% | $2,413-72.2% | $4,741-85.8% |
| Participant deferral / active EE | $2,624 | $4,693-44.1% | $3,985-34.2% | $6,401-59.0% |
| Admin fee / account holder | $1,424 | $9,132-84.4% | $6,835-79.2% | $11,429-87.5% |