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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 | $51,323 | $69,012-25.6% | $160,037-67.9% | $68,490-25.1% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.2pp | 67.9%-30.1pp |
| Annual return | -19.92% | -9.65%-10.3pp | 408.95%-428.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $603 | $2,212-72.8% | $4,226-85.7% | $2,597-76.8% |
| Participant deferral / active EE | $2,798 | $4,212-33.6% | $6,184-54.8% | $4,028-30.5% |
| Admin fee / account holder | $3,349 | $4,798-30.2% | $8,716-61.6% | $5,403-38.0% |