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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 | $57,458 | $118,708-51.6% | $98,920-41.9% | $158,966-63.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | -0.31% | 372.49%-372.8pp | 196.47%-196.8pp | 302.95%-303.3pp |
| Employer contribution / active EE | $900 | $3,334-73.0% | $2,689-66.6% | $4,762-81.1% |
| Participant deferral / active EE | $1,645 | $5,089-67.7% | $4,245-61.3% | $5,983-72.5% |
| Admin fee / account holder | $5,295 | $10,134-47.8% | $6,643-20.3% | $11,250-52.9% |