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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 | $29,334 | $59,116-50.4% | $86,438-66.1% | $68,486-57.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -24.84% | -0.23%-24.6pp | 4397.19%-4422.0pp | -7.85%-17.0pp |
| Employer contribution / active EE | $2,074 | $2,519-17.7% | $3,769-45.0% | $2,597-20.1% |
| Participant deferral / active EE | $4,356 | $5,902-26.2% | $6,952-37.4% | $4,028+8.1% |
| Admin fee / account holder | $5,103 | $5,639-9.5% | $6,733-24.2% | $5,404-5.6% |