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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 | $41,345 | $83,337-50.4% | $67,834-39.0% | $273,972-84.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 0.03% | 259.45%-259.4pp | 138.47%-138.4pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,051 | $3,287-68.0% | $2,403-56.3% | $4,869-78.4% |
| Participant deferral / active EE | $1,730 | $4,088-57.7% | $3,160-45.3% | $5,287-67.3% |
| Admin fee / account holder | $10,390 | $6,752+53.9% | $4,622+124.8% | $10,133+2.5% |