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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 | $100,666 | $82,678+21.8% | $125,391-19.7% | $68,490+47.0% |
| Participation rate | 48.3% | 75.1%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -19.79% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $869 | $3,382-74.3% | $4,816-82.0% | $2,597-66.6% |
| Participant deferral / active EE | $4,015 | $6,111-34.3% | $7,448-46.1% | $4,028-0.3% |
| Admin fee / account holder | $883 | $6,277-85.9% | $10,009-91.2% | $5,403-83.7% |