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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 | $60,131 | $30,732+95.7% | $59,496+1.1% | $59,633+0.8% |
| Participation rate | 6.6% | 43.2%-36.7pp | 54.6%-48.0pp | 68.7%-62.1pp |
| Annual return | -3.54% | 4.47%-8.0pp | 182.05%-185.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $137 | $631-78.3% | $1,153-88.1% | $2,203-93.8% |
| Participant deferral / active EE | $760 | $1,183-35.8% | $1,829-58.5% | $3,192-76.2% |
| Admin fee / account holder | $600 | $2,136-71.9% | $2,232-73.1% | $4,297-86.0% |