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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 | $112,001 | $72,404+54.7% | $110,243+1.6% | $64,173+74.5% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.6%-40.2pp |
| Annual return | -8.39% | -6.29%-2.1pp | 314.76%-323.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,032 | $2,282-54.8% | $3,827-73.0% | $2,381-56.7% |
| Participant deferral / active EE | $2,148 | $3,469-38.1% | $4,672-54.0% | $3,470-38.1% |
| Admin fee / account holder | $398 | $5,664-93.0% | $8,548-95.3% | $4,887-91.8% |