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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 | $64,079 | $106,551-39.9% | $91,225-29.8% | $134,532-52.4% |
| Participation rate | 46.2% | 76.8%-30.6pp | 73.2%-27.0pp | 81.2%-35.1pp |
| Annual return | -23.94% | 160.78%-184.7pp | 114.12%-138.1pp | 418.27%-442.2pp |
| Employer contribution / active EE | $311 | $3,331-90.7% | $2,851-89.1% | $4,741-93.4% |
| Participant deferral / active EE | $2,073 | $4,718-56.1% | $4,233-51.0% | $6,401-67.6% |
| Admin fee / account holder | $2,565 | $6,234-58.9% | $5,422-52.7% | $11,429-77.6% |