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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 | $73,841 | $95,975-23.1% | $74,552-1.0% | $135,382-45.5% |
| Participation rate | 31.6% | 75.7%-44.1pp | 69.1%-37.6pp | 82.6%-51.1pp |
| Annual return | -10.58% | 56.96%-67.5pp | 32.53%-43.1pp | 519.77%-530.4pp |
| Employer contribution / active EE | $416 | $2,716-84.7% | $1,961-78.8% | $4,779-91.3% |
| Participant deferral / active EE | $3,140 | $3,844-18.3% | $3,108+1.0% | $5,609-44.0% |
| Admin fee / account holder | $1,360 | $6,522-79.1% | $5,060-73.1% | $10,829-87.4% |