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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 | $64,047 | $91,525-30.0% | $130,026-50.7% | $75,181-14.8% |
| Participation rate | 38.1% | 71.4%-33.3pp | 78.5%-40.4pp | 67.2%-29.1pp |
| Annual return | 11.40% | -631.40%+642.8pp | -137.26%+148.7pp | 160.69%-149.3pp |
| Employer contribution / active EE | $1,151 | $2,844-59.5% | $4,321-73.4% | $2,671-56.9% |
| Participant deferral / active EE | $2,170 | $4,342-50.0% | $5,821-62.7% | $4,126-47.4% |
| Admin fee / account holder | $347 | $6,778-94.9% | $10,608-96.7% | $5,650-93.9% |