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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 | $42,534 | $32,117+32.4% | $71,089-40.2% | $64,173-33.7% |
| Participation rate | 50.9% | 42.7%+8.2pp | 54.6%-3.8pp | 69.6%-18.7pp |
| Annual return | -11.52% | -5.57%-5.9pp | 650.65%-662.2pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,502 | $712+110.9% | $1,088+38.1% | $2,381-36.9% |
| Participant deferral / active EE | $2,972 | $1,263+135.3% | $1,873+58.7% | $3,470-14.3% |
| Admin fee / account holder | $2,843 | $2,759+3.0% | $3,082-7.8% | $4,887-41.8% |