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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 | $25,834 | $114,013-77.3% | $103,693-75.1% | $155,188-83.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 80.8%-40.8pp |
| Annual return | -51.75% | 49.31%-101.1pp | 47.61%-99.4pp | 148.84%-200.6pp |
| Employer contribution / active EE | $720 | $3,131-77.0% | $2,920-75.3% | $4,248-83.0% |
| Participant deferral / active EE | $6,812 | $4,970+37.1% | $4,579+48.8% | $6,531+4.3% |
| Admin fee / account holder | $3,179 | $8,407-62.2% | $7,858-59.5% | $14,480-78.0% |