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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 | $40,895 | $133,981-69.5% | $112,249-63.6% | $134,532-69.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.85% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,756 | $4,040-56.5% | $3,636-51.7% | $4,741-63.0% |
| Participant deferral / active EE | $3,246 | $5,292-38.7% | $4,729-31.4% | $6,401-49.3% |
| Admin fee / account holder | $749 | $7,492-90.0% | $6,412-88.3% | $11,429-93.4% |