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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 | $17,982 | $82,324-78.2% | $68,803-73.9% | $134,545-86.6% |
| Participation rate | 41.2% | 75.1%-33.9pp | 69.0%-27.8pp | 81.2%-40.1pp |
| Annual return | -23.17% | -2.17%-21.0pp | -6.37%-16.8pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,501 | $3,302-54.5% | $2,656-43.5% | $4,742-68.3% |
| Participant deferral / active EE | $4,014 | $4,740-15.3% | $3,942+1.8% | $6,401-37.3% |
| Admin fee / account holder | $3,420 | $6,485-47.3% | $4,936-30.7% | $11,431-70.1% |