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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 | $58,346 | $77,638-24.8% | $156,551-62.7% | $62,881-7.2% |
| Participation rate | 53.1% | 71.2%-18.1pp | 84.0%-31.0pp | 69.3%-16.2pp |
| Annual return | -3.81% | 50.33%-54.1pp | 32.23%-36.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $711 | $3,444-79.3% | $5,501-87.1% | $2,281-68.8% |
| Participant deferral / active EE | $2,167 | $3,046-28.9% | $4,871-55.5% | $3,203-32.4% |
| Admin fee / account holder | $330 | $5,561-94.1% | $13,028-97.5% | $4,296-92.3% |