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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 | $49,069 | $197,819-75.2% | $155,789-68.5% | $125,389-60.9% |
| Participation rate | 29.4% | 82.1%-52.7pp | 76.1%-46.7pp | 83.2%-53.8pp |
| Annual return | -4.35% | 86.73%-91.1pp | 71.54%-75.9pp | 282.24%-286.6pp |
| Employer contribution / active EE | $603 | $4,850-87.6% | $3,839-84.3% | $4,866-87.6% |
| Participant deferral / active EE | $3,696 | $5,631-34.4% | $4,798-23.0% | $5,352-30.9% |
| Admin fee / account holder | $7,739 | $9,544-18.9% | $7,477+3.5% | $9,541-18.9% |