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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 | $62,000 | $81,696-24.1% | $70,494-12.0% | $158,982-61.0% |
| Participation rate | 28.6% | 77.7%-49.2pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | -2.15% | 208.70%-210.9pp | 109.16%-111.3pp | 302.99%-305.1pp |
| Employer contribution / active EE | $526 | $3,220-83.7% | $2,738-80.8% | $4,763-89.0% |
| Participant deferral / active EE | $3,908 | $4,558-14.3% | $3,711+5.3% | $5,983-34.7% |
| Admin fee / account holder | $429 | $6,200-93.1% | $3,848-88.9% | $11,252-96.2% |