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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 | $74,432 | $57,352+29.8% | $83,831-11.2% | $64,173+16.0% |
| Participation rate | 14.0% | 68.6%-54.7pp | 76.1%-62.2pp | 69.6%-55.6pp |
| Annual return | -10.87% | 11.38%-22.2pp | 850.99%-861.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $702 | $2,546-72.4% | $3,631-80.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,855 | $2,993-38.0% | $4,082-54.6% | $3,470-46.5% |
| Admin fee / account holder | $1,807 | $4,046-55.3% | $5,479-67.0% | $4,887-63.0% |