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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 | $57,979 | $57,352+1.1% | $83,830-30.8% | $64,173-9.7% |
| Participation rate | 22.7% | 68.6%-45.9pp | 76.1%-53.4pp | 69.6%-46.8pp |
| Annual return | -11.23% | 11.38%-22.6pp | 850.97%-862.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $897 | $2,546-64.8% | $3,631-75.3% | $2,381-62.3% |
| Participant deferral / active EE | $2,153 | $2,993-28.1% | $4,082-47.2% | $3,470-37.9% |
| Admin fee / account holder | $2,338 | $4,046-42.2% | $5,479-57.3% | $4,887-52.2% |