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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 | $42,861 | $27,632+55.1% | $61,452-30.3% | $68,486-37.4% |
| Participation rate | 39.2% | 39.5%-0.3pp | 52.6%-13.4pp | 67.9%-28.7pp |
| Annual return | -26.91% | -13.24%-13.7pp | 338.96%-365.9pp | -7.85%-19.1pp |
| Employer contribution / active EE | $206 | $696-70.4% | $1,160-82.3% | $2,597-92.1% |
| Participant deferral / active EE | $823 | $1,264-34.9% | $2,125-61.3% | $4,028-79.6% |
| Admin fee / account holder | $2,643 | $2,010+31.5% | $2,131+24.0% | $5,404-51.1% |