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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 | $33,953 | $82,674-58.9% | $125,363-72.9% | $68,495-50.4% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.15%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,209 | $3,382-34.7% | $4,815-54.1% | $2,596-14.9% |
| Participant deferral / active EE | $3,622 | $6,111-40.7% | $7,447-51.4% | $4,028-10.1% |
| Admin fee / account holder | $371 | $6,276-94.1% | $10,005-96.3% | $5,403-93.1% |