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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 | $29,569 | $30,732-3.8% | $59,496-50.3% | $59,633-50.4% |
| Participation rate | 14.0% | 43.2%-29.2pp | 54.6%-40.6pp | 68.7%-54.7pp |
| Annual return | -3.70% | 4.47%-8.2pp | 182.05%-185.7pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $474 | $631-24.9% | $1,153-58.9% | $2,203-78.5% |
| Participant deferral / active EE | $1,159 | $1,183-2.0% | $1,829-36.7% | $3,192-63.7% |
| Admin fee / account holder | $990 | $2,136-53.6% | $2,232-55.6% | $4,297-76.9% |