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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 | $37,319 | $52,519-28.9% | $155,789-76.0% | $59,633-37.4% |
| Participation rate | 57.4% | 61.7%-4.3pp | 76.1%-18.7pp | 68.7%-11.3pp |
| Annual return | -2.94% | 53.51%-56.5pp | 71.54%-74.5pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $242 | $1,589-84.8% | $3,839-93.7% | $2,203-89.0% |
| Participant deferral / active EE | $1,724 | $3,084-44.1% | $4,798-64.1% | $3,192-46.0% |
| Admin fee / account holder | $1,044 | $3,540-70.5% | $7,477-86.0% | $4,297-75.7% |