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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 | $41,623 | $75,832-45.1% | $147,617-71.8% | $59,633-30.2% |
| Participation rate | 52.4% | 71.6%-19.2pp | 84.6%-32.2pp | 68.7%-16.3pp |
| Annual return | -4.91% | 0.37%-5.3pp | 61.98%-66.9pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $664 | $3,485-81.0% | $5,564-88.1% | $2,203-69.9% |
| Participant deferral / active EE | $2,654 | $3,131-15.2% | $4,895-45.8% | $3,192-16.8% |
| Admin fee / account holder | $740 | $5,986-87.6% | $11,612-93.6% | $4,297-82.8% |