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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 | $30,772 | $77,638-60.4% | $156,551-80.3% | $62,881-51.1% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.5pp | 69.3%-3.7pp |
| Annual return | -1.47% | 50.33%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $780 | $3,444-77.3% | $5,501-85.8% | $2,281-65.8% |
| Participant deferral / active EE | $1,282 | $3,046-57.9% | $4,871-73.7% | $3,203-60.0% |
| Admin fee / account holder | $715 | $5,561-87.1% | $13,028-94.5% | $4,296-83.4% |