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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 | $47,400 | $134,001-64.6% | $112,258-57.8% | $134,509-64.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -20.52% | 47.15%-67.7pp | 27.47%-48.0pp | 418.13%-438.7pp |
| Employer contribution / active EE | $849 | $4,039-79.0% | $3,636-76.6% | $4,741-82.1% |
| Participant deferral / active EE | $6,173 | $5,291+16.7% | $4,728+30.6% | $6,400-3.5% |
| Admin fee / account holder | $454 | $7,491-93.9% | $6,411-92.9% | $11,427-96.0% |