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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 | $21,939 | $75,832-71.1% | $147,617-85.1% | $59,633-63.2% |
| Participation rate | 53.8% | 71.6%-17.7pp | 84.6%-30.8pp | 68.7%-14.8pp |
| Annual return | -5.50% | 0.37%-5.9pp | 61.98%-67.5pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $524 | $3,485-85.0% | $5,564-90.6% | $2,203-76.2% |
| Participant deferral / active EE | $3,508 | $3,131+12.1% | $4,895-28.3% | $3,192+9.9% |
| Admin fee / account holder | $642 | $5,986-89.3% | $11,612-94.5% | $4,297-85.1% |