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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 | $41,085 | $57,350-28.4% | $83,850-51.0% | $64,181-36.0% |
| Participation rate | 51.4% | 68.6%-17.2pp | 76.1%-24.7pp | 69.6%-18.1pp |
| Annual return | -9.44% | 11.38%-20.8pp | 850.92%-860.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,947 | $2,545-23.5% | $3,631-46.4% | $2,381-18.2% |
| Participant deferral / active EE | $3,424 | $2,993+14.4% | $4,082-16.1% | $3,470-1.3% |
| Admin fee / account holder | $1,281 | $4,046-68.3% | $5,478-76.6% | $4,887-73.8% |