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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 | $34,317 | $133,981-74.4% | $112,249-69.4% | $134,532-74.5% |
| Participation rate | 31.6% | 78.6%-47.0pp | 75.1%-43.5pp | 81.2%-49.7pp |
| Annual return | -21.43% | 47.16%-68.6pp | 27.48%-48.9pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,077 | $4,040-73.3% | $3,636-70.4% | $4,741-77.3% |
| Participant deferral / active EE | $3,302 | $5,292-37.6% | $4,729-30.2% | $6,401-48.4% |
| Admin fee / account holder | $7,644 | $7,492+2.0% | $6,412+19.2% | $11,429-33.1% |