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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 | $93,454 | $162,136-42.4% | $152,301-38.6% | $154,746-39.6% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | -1.62% | 91.02%-92.6pp | 80.50%-82.1pp | 172.34%-174.0pp |
| Employer contribution / active EE | $956 | $4,890-80.4% | $4,624-79.3% | $4,379-78.2% |
| Participant deferral / active EE | $3,961 | $8,341-52.5% | $8,004-50.5% | $6,730-41.1% |
| Admin fee / account holder | $846 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |