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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 | $29,401 | $82,678-64.4% | $125,391-76.6% | $68,490-57.1% |
| Participation rate | 56.1% | 75.1%-19.0pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.41%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,661 | $3,382-50.9% | $4,816-65.5% | $2,597-36.0% |
| Participant deferral / active EE | $4,462 | $6,111-27.0% | $7,448-40.1% | $4,028+10.8% |
| Admin fee / account holder | $808 | $6,277-87.1% | $10,009-91.9% | $5,403-85.0% |