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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 | $39,258 | $95,193-58.8% | $76,523-48.7% | $135,382-71.0% |
| Participation rate | 23.1% | 74.4%-51.3pp | 68.0%-44.9pp | 82.6%-59.6pp |
| Annual return | -12.07% | 4.85%-16.9pp | -0.27%-11.8pp | 519.77%-531.8pp |
| Employer contribution / active EE | $418 | $3,302-87.3% | $2,647-84.2% | $4,779-91.3% |
| Participant deferral / active EE | $1,706 | $4,639-63.2% | $3,835-55.5% | $5,609-69.6% |
| Admin fee / account holder | $1,577 | $6,249-74.8% | $4,848-67.5% | $10,829-85.4% |