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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 | $48,258 | $85,766-43.7% | $136,297-64.6% | $70,131-31.2% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | -1.53% | 31.45%-33.0pp | 5156.16%-5157.7pp | 73.14%-74.7pp |
| Employer contribution / active EE | $677 | $2,966-77.2% | $4,696-85.6% | $2,342-71.1% |
| Participant deferral / active EE | $2,255 | $5,051-55.4% | $6,247-63.9% | $3,332-32.3% |
| Admin fee / account holder | $3,671 | $5,420-32.3% | $9,244-60.3% | $4,645-21.0% |