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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 | $30,761 | $77,816-60.5% | $123,552-75.1% | $64,173-52.1% |
| Participation rate | 24.3% | 74.7%-50.4pp | 82.3%-58.0pp | 69.6%-45.2pp |
| Annual return | -48.75% | 12.49%-61.2pp | 119.20%-168.0pp | 7.63%-56.4pp |
| Employer contribution / active EE | $948 | $3,014-68.5% | $4,628-79.5% | $2,381-60.2% |
| Participant deferral / active EE | $3,655 | $5,240-30.2% | $6,426-43.1% | $3,470+5.3% |
| Admin fee / account holder | $3,873 | $5,519-29.8% | $9,285-58.3% | $4,887-20.8% |