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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 | $54,047 | $91,537-41.0% | $130,045-58.4% | $75,173-28.1% |
| Participation rate | 41.2% | 71.5%-30.3pp | 78.5%-37.3pp | 67.2%-26.0pp |
| Annual return | 10.11% | -631.55%+641.7pp | -137.30%+147.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,174 | $2,845-58.7% | $4,321-72.8% | $2,671-56.0% |
| Participant deferral / active EE | $1,905 | $4,343-56.1% | $5,820-67.3% | $4,126-53.8% |
| Admin fee / account holder | $1,026 | $6,780-84.9% | $10,600-90.3% | $5,651-81.8% |