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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 | $46,953 | $110,410-57.5% | $102,437-54.2% | $145,897-67.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | -13.57% | 24.85%-38.4pp | 24.95%-38.5pp | 552.29%-565.9pp |
| Employer contribution / active EE | $913 | $4,217-78.4% | $3,871-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $2,052 | $5,622-63.5% | $5,060-59.4% | $6,689-69.3% |
| Admin fee / account holder | $321 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |