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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 | $47,855 | $100,805-52.5% | $86,698-44.8% | $134,532-64.4% |
| Participation rate | 61.5% | 79.0%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -33.58% | 29.09%-62.7pp | 35.95%-69.5pp | 418.27%-451.8pp |
| Employer contribution / active EE | $922 | $3,490-73.6% | $2,837-67.5% | $4,741-80.6% |
| Participant deferral / active EE | $1,828 | $5,339-65.8% | $4,656-60.7% | $6,401-71.4% |
| Admin fee / account holder | $624 | $10,925-94.3% | $7,493-91.7% | $11,429-94.5% |