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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 | $42,235 | $133,998-68.5% | $112,263-62.4% | $134,545-68.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -24.21% | 47.17%-71.4pp | 27.49%-51.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,498 | $4,040-62.9% | $3,636-58.8% | $4,742-68.4% |
| Participant deferral / active EE | $1,810 | $5,292-65.8% | $4,729-61.7% | $6,401-71.7% |
| Admin fee / account holder | $3,754 | $7,493-49.9% | $6,410-41.4% | $11,431-67.2% |