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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 | $37,020 | $82,674-55.2% | $125,381-70.5% | $68,486-45.9% |
| Participation rate | 48.3% | 75.1%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,587 | $3,382-23.5% | $4,815-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $5,917 | $6,111-3.2% | $7,448-20.6% | $4,028+46.9% |
| Admin fee / account holder | $447 | $6,277-92.9% | $10,007-95.5% | $5,404-91.7% |