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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 | $63,811 | $72,404-11.9% | $110,243-42.1% | $64,173-0.6% |
| Participation rate | 29.8% | 73.3%-43.5pp | 79.8%-50.0pp | 69.6%-39.7pp |
| Annual return | -9.71% | -6.29%-3.4pp | 314.76%-324.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $932 | $2,282-59.2% | $3,827-75.7% | $2,381-60.9% |
| Participant deferral / active EE | $2,693 | $3,469-22.4% | $4,672-42.4% | $3,470-22.4% |
| Admin fee / account holder | $602 | $5,664-89.4% | $8,548-93.0% | $4,887-87.7% |