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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 | $32,209 | $138,072-76.7% | $123,549-73.9% | $135,382-76.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -18.88% | 153.69%-172.6pp | 119.20%-138.1pp | 519.77%-538.7pp |
| Employer contribution / active EE | $1,223 | $5,152-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $3,951 | $6,799-41.9% | $6,426-38.5% | $5,609-29.6% |
| Admin fee / account holder | $2,978 | $10,917-72.7% | $9,284-67.9% | $10,829-72.5% |