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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 | $38,966 | $75,962-48.7% | $154,111-74.7% | $64,173-39.3% |
| Participation rate | 60.7% | 70.4%-9.7pp | 83.0%-22.3pp | 69.6%-8.9pp |
| Annual return | -9.50% | 30.32%-39.8pp | 735.18%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,274 | $3,350-62.0% | $5,298-76.0% | $2,381-46.5% |
| Participant deferral / active EE | $2,397 | $3,175-24.5% | $5,081-52.8% | $3,470-30.9% |
| Admin fee / account holder | $554 | $5,589-90.1% | $13,411-95.9% | $4,887-88.7% |