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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 | $36,206 | $134,001-73.0% | $112,258-67.7% | $134,509-73.1% |
| Participation rate | 40.9% | 78.6%-37.6pp | 75.1%-34.2pp | 81.2%-40.3pp |
| Annual return | -27.11% | 47.15%-74.3pp | 27.47%-54.6pp | 418.13%-445.2pp |
| Employer contribution / active EE | $1,238 | $4,039-69.3% | $3,636-65.9% | $4,741-73.9% |
| Participant deferral / active EE | $2,331 | $5,291-55.9% | $4,728-50.7% | $6,400-63.6% |
| Admin fee / account holder | $546 | $7,491-92.7% | $6,411-91.5% | $11,427-95.2% |