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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 | $32,969 | $82,678-60.1% | $125,391-73.7% | $68,490-51.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -22.88% | -5.97%-16.9pp | 572.41%-595.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,106 | $3,382-67.3% | $4,816-77.0% | $2,597-57.4% |
| Participant deferral / active EE | $3,266 | $6,111-46.6% | $7,448-56.2% | $4,028-18.9% |
| Admin fee / account holder | $1,256 | $6,277-80.0% | $10,009-87.5% | $5,403-76.8% |