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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 | $40,142 | $52,519-23.6% | $155,789-74.2% | $59,633-32.7% |
| Participation rate | 27.8% | 61.7%-33.9pp | 76.1%-48.3pp | 68.7%-40.9pp |
| Annual return | -4.41% | 53.51%-57.9pp | 71.54%-75.9pp | 2041.40%-2045.8pp |
| Employer contribution / active EE | $980 | $1,589-38.4% | $3,839-74.5% | $2,203-55.5% |
| Participant deferral / active EE | $1,510 | $3,084-51.0% | $4,798-68.5% | $3,192-52.7% |
| Admin fee / account holder | $420 | $3,540-88.1% | $7,477-94.4% | $4,297-90.2% |