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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 | $36,836 | $75,962-51.5% | $154,111-76.1% | $64,173-42.6% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -11.71% | 30.32%-42.0pp | 735.18%-746.9pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,578 | $3,350-52.9% | $5,298-70.2% | $2,381-33.7% |
| Participant deferral / active EE | $2,628 | $3,175-17.2% | $5,081-48.3% | $3,470-24.3% |
| Admin fee / account holder | $2,085 | $5,589-62.7% | $13,411-84.5% | $4,887-57.3% |