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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 | $46,084 | $100,792-54.3% | $86,691-46.8% | $134,509-65.7% |
| Participation rate | 26.3% | 78.9%-52.6pp | 76.6%-50.3pp | 81.2%-54.9pp |
| Annual return | -36.58% | 29.08%-65.7pp | 35.94%-72.5pp | 418.13%-454.7pp |
| Employer contribution / active EE | $973 | $3,491-72.1% | $2,837-65.7% | $4,741-79.5% |
| Participant deferral / active EE | $2,356 | $5,339-55.9% | $4,656-49.4% | $6,400-63.2% |
| Admin fee / account holder | $643 | $10,924-94.1% | $7,492-91.4% | $11,427-94.4% |