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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 | $29,658 | $69,541-57.4% | $59,899-50.5% | $135,380-78.1% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | -12.61% | 7.95%-20.6pp | 3.46%-16.1pp | 519.81%-532.4pp |
| Employer contribution / active EE | $649 | $3,236-79.9% | $2,723-76.2% | $4,779-86.4% |
| Participant deferral / active EE | $2,552 | $4,206-39.3% | $3,402-25.0% | $5,609-54.5% |
| Admin fee / account holder | $1,416 | $5,737-75.3% | $3,592-60.6% | $10,828-86.9% |