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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 | $41,052 | $49,177-16.5% | $79,466-48.3% | $64,173-36.0% |
| Participation rate | 34.5% | 65.0%-30.5pp | 73.3%-38.9pp | 69.6%-35.1pp |
| Annual return | -9.17% | -1.16%-8.0pp | 718.28%-727.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $887 | $2,076-57.3% | $2,800-68.3% | $2,381-62.8% |
| Participant deferral / active EE | $1,618 | $2,821-42.6% | $3,704-56.3% | $3,470-53.4% |
| Admin fee / account holder | $1,934 | $3,839-49.6% | $5,104-62.1% | $4,887-60.4% |