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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 | $35,499 | $91,911-61.4% | $68,793-48.4% | $135,382-73.8% |
| Participation rate | 47.6% | 76.7%-29.1pp | 72.2%-24.6pp | 82.6%-35.0pp |
| Annual return | -10.54% | -8.22%-2.3pp | -4.63%-5.9pp | 519.77%-530.3pp |
| Employer contribution / active EE | $914 | $3,924-76.7% | $2,625-65.2% | $4,779-80.9% |
| Participant deferral / active EE | $2,098 | $4,315-51.4% | $3,311-36.6% | $5,609-62.6% |
| Admin fee / account holder | $367 | $9,240-96.0% | $5,131-92.8% | $10,829-96.6% |