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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 | $15,717 | $93,098-83.1% | $77,081-79.6% | $134,509-88.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -32.39% | 62.63%-95.0pp | 42.33%-74.7pp | 418.13%-450.5pp |
| Employer contribution / active EE | $403 | $3,419-88.2% | $2,813-85.7% | $4,741-91.5% |
| Participant deferral / active EE | $8,060 | $5,239+53.8% | $4,428+82.0% | $6,400+25.9% |
| Admin fee / account holder | $1,901 | $6,945-72.6% | $5,427-65.0% | $11,427-83.4% |