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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 | $30,098 | $49,177-38.8% | $79,466-62.1% | $64,173-53.1% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | -10.13% | -1.16%-9.0pp | 718.28%-728.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $549 | $2,076-73.6% | $2,800-80.4% | $2,381-76.9% |
| Participant deferral / active EE | $3,880 | $2,821+37.5% | $3,704+4.8% | $3,470+11.8% |
| Admin fee / account holder | $699 | $3,839-81.8% | $5,104-86.3% | $4,887-85.7% |