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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 | $34,503 | $82,674-58.3% | $125,381-72.5% | $68,486-49.6% |
| Participation rate | 41.5% | 75.1%-33.5pp | 82.4%-40.9pp | 67.9%-26.4pp |
| Annual return | -25.47% | -5.97%-19.5pp | 572.31%-597.8pp | -7.85%-17.6pp |
| Employer contribution / active EE | $2,059 | $3,382-39.1% | $4,815-57.2% | $2,597-20.7% |
| Participant deferral / active EE | $3,621 | $6,111-40.7% | $7,448-51.4% | $4,028-10.1% |
| Admin fee / account holder | $500 | $6,277-92.0% | $10,007-95.0% | $5,404-90.7% |