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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 | $103,786 | $211,239-50.9% | $178,528-41.9% | $145,877-28.9% |
| Participation rate | 22.2% | 80.8%-58.6pp | 77.1%-54.9pp | 80.3%-58.1pp |
| Annual return | -0.73% | 30.22%-31.0pp | 27.11%-27.8pp | 551.28%-552.0pp |
| Employer contribution / active EE | $821 | $4,570-82.0% | $3,950-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $4,030 | $6,963-42.1% | $6,278-35.8% | $6,691-39.8% |
| Admin fee / account holder | $12,116 | $12,095+0.2% | $10,419+16.3% | $13,402-9.6% |