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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 | $38,958 | $100,792-61.3% | $86,691-55.1% | $134,509-71.0% |
| Participation rate | 40.0% | 78.9%-38.9pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -20.36% | 29.08%-49.4pp | 35.94%-56.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,255 | $3,491-64.0% | $2,837-55.8% | $4,741-73.5% |
| Participant deferral / active EE | $3,168 | $5,339-40.7% | $4,656-32.0% | $6,400-50.5% |
| Admin fee / account holder | $370 | $10,924-96.6% | $7,492-95.1% | $11,427-96.8% |