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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 | $31,026 | $72,404-57.1% | $110,241-71.9% | $64,181-51.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -8.33% | -6.29%-2.0pp | 314.75%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $617 | $2,282-72.9% | $3,827-83.9% | $2,381-74.1% |
| Participant deferral / active EE | $1,849 | $3,469-46.7% | $4,672-60.4% | $3,470-46.7% |
| Admin fee / account holder | $4,467 | $5,664-21.1% | $8,548-47.7% | $4,887-8.6% |