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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 | $93,805 | $108,212-13.3% | $77,513+21.0% | $158,966-41.0% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | -4.24% | 31.67%-35.9pp | 54.81%-59.0pp | 302.95%-307.2pp |
| Employer contribution / active EE | $105 | $1,325-92.1% | $987-89.4% | $4,762-97.8% |
| Participant deferral / active EE | $105 | $2,455-95.7% | $1,861-94.4% | $5,983-98.2% |
| Admin fee / account holder | $805 | $3,709-78.3% | $2,859-71.8% | $11,250-92.8% |