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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 | $32,507 | $95,917-66.1% | $79,583-59.2% | $134,545-75.8% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -46.44% | -2.70%-43.7pp | 0.16%-46.6pp | 418.37%-464.8pp |
| Employer contribution / active EE | $982 | $3,129-68.6% | $2,414-59.3% | $4,742-79.3% |
| Participant deferral / active EE | $13,417 | $4,694+185.8% | $3,986+236.6% | $6,401+109.6% |
| Admin fee / account holder | $6,414 | $9,132-29.8% | $6,835-6.2% | $11,431-43.9% |