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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 | $44,943 | $43,730+2.8% | $121,220-62.9% | $64,173-30.0% |
| Participation rate | 32.4% | 58.3%-26.0pp | 71.8%-39.4pp | 69.6%-37.2pp |
| Annual return | -9.28% | 68.94%-78.2pp | 16.94%-26.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $329 | $1,297-74.6% | $4,023-91.8% | $2,381-86.2% |
| Participant deferral / active EE | $887 | $2,281-61.1% | $3,345-73.5% | $3,470-74.4% |
| Admin fee / account holder | $1,251 | $3,502-64.3% | $5,021-75.1% | $4,887-74.4% |