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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 | $35,733 | $52,519-32.0% | $155,789-77.1% | $59,633-40.1% |
| Participation rate | 43.8% | 61.7%-18.0pp | 76.1%-32.3pp | 68.7%-24.9pp |
| Annual return | -4.20% | 53.51%-57.7pp | 71.54%-75.7pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $427 | $1,589-73.2% | $3,839-88.9% | $2,203-80.6% |
| Participant deferral / active EE | $1,025 | $3,084-66.8% | $4,798-78.6% | $3,192-67.9% |
| Admin fee / account holder | $2,990 | $3,540-15.5% | $7,477-60.0% | $4,297-30.4% |