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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 | $33,001 | $39,798-17.1% | $67,704-51.3% | $59,633-44.7% |
| Participation rate | 61.0% | 57.4%+3.6pp | 67.5%-6.5pp | 68.7%-7.7pp |
| Annual return | -4.27% | 89.94%-94.2pp | 25.41%-29.7pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,009 | $1,393-27.6% | $2,559-60.6% | $2,203-54.2% |
| Participant deferral / active EE | $1,699 | $2,335-27.2% | $3,585-52.6% | $3,192-46.8% |
| Admin fee / account holder | $3,206 | $3,212-0.2% | $4,255-24.7% | $4,297-25.4% |