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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 | $40,246 | $48,274-16.6% | $63,244-36.4% | $59,633-32.5% |
| Participation rate | 53.8% | 66.3%-12.5pp | 71.0%-17.2pp | 68.7%-14.8pp |
| Annual return | -5.28% | -240.79%+235.5pp | -70.31%+65.0pp | 2041.40%-2046.7pp |
| Employer contribution / active EE | $826 | $1,586-47.9% | $2,322-64.4% | $2,203-62.5% |
| Participant deferral / active EE | $1,312 | $2,343-44.0% | $2,953-55.6% | $3,192-58.9% |
| Admin fee / account holder | $981 | $3,600-72.8% | $5,893-83.4% | $4,297-77.2% |