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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 | $80,782 | $85,790-5.8% | $67,313+20.0% | $135,380-40.3% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -33.74% | -0.54%-33.2pp | -4.08%-29.7pp | 519.81%-553.5pp |
| Employer contribution / active EE | $596 | $3,487-82.9% | $2,566-76.8% | $4,779-87.5% |
| Participant deferral / active EE | $3,130 | $4,651-32.7% | $3,568-12.3% | $5,609-44.2% |
| Admin fee / account holder | $21,648 | $6,392+238.6% | $4,507+380.3% | $10,828+99.9% |