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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 | $17,428 | $49,177-64.6% | $79,467-78.1% | $64,173-72.8% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.5pp |
| Annual return | -11.48% | -1.16%-10.3pp | 718.30%-729.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $829 | $2,076-60.1% | $2,800-70.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,908 | $2,821-32.4% | $3,704-48.5% | $3,470-45.0% |
| Admin fee / account holder | $879 | $3,839-77.1% | $5,104-82.8% | $4,887-82.0% |