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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 | $33,528 | $105,856-68.3% | $90,161-62.8% | $147,586-77.3% |
| Participation rate | 5.9% | 79.7%-73.9pp | 76.9%-71.0pp | 82.8%-76.9pp |
| Annual return | -17.64% | 37.63%-55.3pp | 34.89%-52.5pp | 578.59%-596.2pp |
| Employer contribution / active EE | $933 | $4,126-77.4% | $3,318-71.9% | $4,876-80.9% |
| Participant deferral / active EE | $2,102 | $5,733-63.3% | $5,287-60.3% | $5,439-61.4% |
| Admin fee / account holder | $8,265 | $8,046+2.7% | $5,943+39.1% | $10,886-24.1% |