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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 | $82,592 | $104,937-21.3% | $84,628-2.4% | $152,897-46.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | -2.64% | 373.88%-376.5pp | 258.80%-261.4pp | 345.43%-348.1pp |
| Employer contribution / active EE | $453 | $3,303-86.3% | $2,653-82.9% | $4,764-90.5% |
| Participant deferral / active EE | $2,514 | $4,690-46.4% | $3,900-35.5% | $5,851-57.0% |
| Admin fee / account holder | $8,376 | $6,243+34.2% | $4,914+70.5% | $11,599-27.8% |