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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 | $30,697 | $95,979-68.0% | $74,551-58.8% | $135,380-77.3% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -13.22% | 56.97%-70.2pp | 32.53%-45.8pp | 519.81%-533.0pp |
| Employer contribution / active EE | $1,316 | $2,716-51.5% | $1,961-32.9% | $4,779-72.5% |
| Participant deferral / active EE | $4,721 | $3,844+22.8% | $3,108+51.9% | $5,609-15.8% |
| Admin fee / account holder | $498 | $6,522-92.4% | $5,059-90.2% | $10,828-95.4% |