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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 | $32,722 | $75,962-56.9% | $154,111-78.8% | $64,173-49.0% |
| Participation rate | 63.9% | 70.4%-6.5pp | 83.0%-19.1pp | 69.6%-5.7pp |
| Annual return | -9.54% | 30.32%-39.9pp | 735.18%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,031 | $3,350-39.4% | $5,298-61.7% | $2,381-14.7% |
| Participant deferral / active EE | $3,728 | $3,175+17.4% | $5,081-26.6% | $3,470+7.5% |
| Admin fee / account holder | $606 | $5,589-89.2% | $13,411-95.5% | $4,887-87.6% |