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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 | $32,804 | $45,566-28.0% | $64,105-48.8% | $59,633-45.0% |
| Participation rate | 60.3% | 60.2%+0.1pp | 68.2%-7.9pp | 68.7%-8.4pp |
| Annual return | -4.26% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $761 | $934-18.5% | $1,820-58.2% | $2,203-65.5% |
| Participant deferral / active EE | $1,393 | $2,057-32.3% | $2,822-50.6% | $3,192-56.4% |
| Admin fee / account holder | $1,396 | $3,268-57.3% | $4,499-69.0% | $4,297-67.5% |