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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 | $39,415 | $75,832-48.0% | $147,617-73.3% | $59,633-33.9% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -4.99% | 0.37%-5.4pp | 61.98%-67.0pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $440 | $3,485-87.4% | $5,564-92.1% | $2,203-80.0% |
| Participant deferral / active EE | $924 | $3,131-70.5% | $4,895-81.1% | $3,192-71.0% |
| Admin fee / account holder | $1,585 | $5,986-73.5% | $11,612-86.3% | $4,297-63.1% |