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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 | $60,134 | $51,638+16.5% | $68,368-12.0% | $82,448-27.1% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.2pp | 68.1%-32.5pp |
| Annual return | 0.01% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $369 | $2,047-82.0% | $2,649-86.1% | $2,551-85.5% |
| Participant deferral / active EE | $988 | $2,914-66.1% | $4,123-76.0% | $4,139-76.1% |
| Admin fee / account holder | $3,337 | $4,643-28.1% | $5,150-35.2% | $7,234-53.9% |