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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 | $38,964 | $131,835-70.4% | $108,582-64.1% | $273,972-85.8% |
| Participation rate | 42.1% | 83.5%-41.4pp | 79.6%-37.5pp | 83.0%-40.9pp |
| Annual return | -1.63% | -91.57%+89.9pp | -51.70%+50.1pp | 41.46%-43.1pp |
| Employer contribution / active EE | $943 | $4,913-80.8% | $3,758-74.9% | $4,869-80.6% |
| Participant deferral / active EE | $2,754 | $5,127-46.3% | $4,311-36.1% | $5,287-47.9% |
| Admin fee / account holder | $1,722 | $10,253-83.2% | $7,645-77.5% | $10,133-83.0% |