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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 | $20,631 | $75,962-72.8% | $154,111-86.6% | $64,173-67.9% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -9.88% | 30.32%-40.2pp | 735.18%-745.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,129 | $3,350-66.3% | $5,298-78.7% | $2,381-52.6% |
| Participant deferral / active EE | $4,314 | $3,175+35.9% | $5,081-15.1% | $3,470+24.3% |
| Admin fee / account holder | $654 | $5,589-88.3% | $13,411-95.1% | $4,887-86.6% |