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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 | $30,432 | $48,053-36.7% | $84,637-64.0% | $72,976-58.3% |
| Participation rate | 27.1% | 57.6%-30.5pp | 68.2%-41.2pp | 69.5%-42.4pp |
| Annual return | -1.49% | 37.39%-38.9pp | 258.82%-260.3pp | 81.02%-82.5pp |
| Employer contribution / active EE | $471 | $1,602-70.6% | $2,653-82.2% | $2,440-80.7% |
| Participant deferral / active EE | $1,643 | $2,681-38.7% | $3,900-57.9% | $3,608-54.5% |
| Admin fee / account holder | $1,411 | $3,395-58.4% | $4,914-71.3% | $5,124-72.5% |