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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 | $58,938 | $53,837+9.5% | $75,714-22.2% | $85,847-31.3% |
| Participation rate | 22.2% | 69.1%-46.8pp | 74.8%-52.6pp | 69.3%-47.1pp |
| Annual return | -1.55% | 24.54%-26.1pp | 104.62%-106.2pp | 318.61%-320.2pp |
| Employer contribution / active EE | $472 | $2,017-76.6% | $2,744-82.8% | $2,565-81.6% |
| Participant deferral / active EE | $1,780 | $2,895-38.5% | $3,820-53.4% | $3,952-55.0% |
| Admin fee / account holder | $15,791 | $3,339+372.9% | $3,619+336.3% | $6,261+152.2% |