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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 | $52,095 | $93,346-44.2% | $71,796-27.4% | $273,972-81.0% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.1%-16.7pp | 83.0%-30.6pp |
| Annual return | -0.69% | 130.39%-131.1pp | 78.04%-78.7pp | 41.46%-42.1pp |
| Employer contribution / active EE | $881 | $2,733-67.8% | $1,924-54.2% | $4,869-81.9% |
| Participant deferral / active EE | $1,706 | $3,475-50.9% | $2,794-39.0% | $5,287-67.7% |
| Admin fee / account holder | $392 | $6,571-94.0% | $4,815-91.9% | $10,133-96.1% |