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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 | $33,553 | $56,197-40.3% | $67,652-50.4% | $59,633-43.7% |
| Participation rate | 36.7% | 71.5%-34.8pp | 75.7%-39.0pp | 68.7%-32.0pp |
| Annual return | -3.02% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $530 | $1,615-67.2% | $2,266-76.6% | $2,203-75.9% |
| Participant deferral / active EE | $2,079 | $2,844-26.9% | $3,560-41.6% | $3,192-34.9% |
| Admin fee / account holder | $1,122 | $3,958-71.7% | $4,821-76.7% | $4,297-73.9% |