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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 | $56,020 | $57,352-2.3% | $83,831-33.2% | $64,173-12.7% |
| Participation rate | 36.4% | 68.6%-32.2pp | 76.1%-39.8pp | 69.6%-33.2pp |
| Annual return | -9.12% | 11.38%-20.5pp | 850.99%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,197 | $2,546-53.0% | $3,631-67.0% | $2,381-49.7% |
| Participant deferral / active EE | $1,659 | $2,993-44.6% | $4,082-59.4% | $3,470-52.2% |
| Admin fee / account holder | $894 | $4,046-77.9% | $5,479-83.7% | $4,887-81.7% |