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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 | $41,680 | $72,404-42.4% | $110,243-62.2% | $64,173-35.1% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | -9.32% | -6.29%-3.0pp | 314.76%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,145 | $2,282-49.8% | $3,827-70.1% | $2,381-51.9% |
| Participant deferral / active EE | $3,387 | $3,469-2.4% | $4,672-27.5% | $3,470-2.4% |
| Admin fee / account holder | $406 | $5,664-92.8% | $8,548-95.3% | $4,887-91.7% |