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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 | $63,617 | $116,190-45.2% | $93,614-32.0% | $152,885-58.4% |
| Participation rate | 47.8% | 78.0%-30.2pp | 75.8%-28.0pp | 82.5%-34.6pp |
| Annual return | -7.15% | 35.96%-43.1pp | 32.76%-39.9pp | 345.39%-352.5pp |
| Employer contribution / active EE | $943 | $3,219-70.7% | $2,718-65.3% | $4,763-80.2% |
| Participant deferral / active EE | $2,175 | $4,604-52.8% | $4,069-46.5% | $5,851-62.8% |
| Admin fee / account holder | $500 | $10,749-95.3% | $7,889-93.7% | $11,598-95.7% |