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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 | $86,776 | $109,344-20.6% | $89,400-2.9% | $158,950-45.4% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | -2.41% | 345.73%-348.1pp | 245.64%-248.0pp | 302.91%-305.3pp |
| Employer contribution / active EE | $532 | $3,170-83.2% | $2,586-79.4% | $4,762-88.8% |
| Participant deferral / active EE | $2,749 | $4,599-40.2% | $3,890-29.3% | $5,983-54.1% |
| Admin fee / account holder | $4,731 | $6,154-23.1% | $4,882-3.1% | $11,248-57.9% |