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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 | $30,763 | $75,962-59.5% | $154,108-80.0% | $64,173-52.1% |
| Participation rate | 54.3% | 70.4%-16.1pp | 83.0%-28.7pp | 69.6%-15.2pp |
| Annual return | -9.26% | 30.32%-39.6pp | 735.21%-744.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,112 | $3,350-66.8% | $5,298-79.0% | $2,381-53.3% |
| Participant deferral / active EE | $1,660 | $3,175-47.7% | $5,081-67.3% | $3,470-52.2% |
| Admin fee / account holder | $329 | $5,589-94.1% | $13,411-97.5% | $4,887-93.3% |