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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 | $39,865 | $94,529-57.8% | $140,019-71.5% | $64,173-37.9% |
| Participation rate | 67.7% | 84.1%-16.3pp | 87.5%-19.8pp | 69.6%-1.8pp |
| Annual return | -7.65% | 7.77%-15.4pp | 651.15%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,969 | $3,812-48.3% | $5,605-64.9% | $2,381-17.3% |
| Participant deferral / active EE | $4,701 | $5,250-10.5% | $6,927-32.1% | $3,470+35.5% |
| Admin fee / account holder | $2,798 | $6,741-58.5% | $10,705-73.9% | $4,887-42.7% |