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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 | $62,705 | $91,537-31.5% | $130,045-51.8% | $75,173-16.6% |
| Participation rate | 52.2% | 71.5%-19.3pp | 78.5%-26.3pp | 67.2%-15.0pp |
| Annual return | 10.31% | -631.55%+641.9pp | -137.30%+147.6pp | 160.72%-150.4pp |
| Employer contribution / active EE | $1,449 | $2,845-49.1% | $4,321-66.5% | $2,671-45.8% |
| Participant deferral / active EE | $2,622 | $4,343-39.6% | $5,820-55.0% | $4,126-36.5% |
| Admin fee / account holder | $2,155 | $6,780-68.2% | $10,600-79.7% | $5,651-61.9% |