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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 | $57,877 | $57,350+0.9% | $83,850-31.0% | $64,181-9.8% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -10.97% | 11.38%-22.3pp | 850.92%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $755 | $2,545-70.3% | $3,631-79.2% | $2,381-68.3% |
| Participant deferral / active EE | $1,375 | $2,993-54.1% | $4,082-66.3% | $3,470-60.4% |
| Admin fee / account holder | $2,556 | $4,046-36.8% | $5,478-53.3% | $4,887-47.7% |