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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 | $70,129 | $77,638-9.7% | $156,551-55.2% | $62,881+11.5% |
| Participation rate | 8.2% | 71.2%-63.0pp | 84.0%-75.8pp | 69.3%-61.1pp |
| Annual return | -0.04% | 50.33%-50.4pp | 32.23%-32.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $381 | $3,444-88.9% | $5,501-93.1% | $2,281-83.3% |
| Participant deferral / active EE | $1,269 | $3,046-58.3% | $4,871-74.0% | $3,203-60.4% |
| Admin fee / account holder | $851 | $5,561-84.7% | $13,028-93.5% | $4,296-80.2% |