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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 | $25,135 | $63,346-60.3% | $92,240-72.8% | $70,126-64.2% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.3pp |
| Annual return | -2.39% | 530.19%-532.6pp | 176.29%-178.7pp | 73.15%-75.5pp |
| Employer contribution / active EE | $1,587 | $2,471-35.8% | $3,680-56.9% | $2,343-32.2% |
| Participant deferral / active EE | $2,747 | $2,854-3.7% | $3,897-29.5% | $3,332-17.5% |
| Admin fee / account holder | $353 | $3,841-90.8% | $5,194-93.2% | $4,645-92.4% |