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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 | $33,715 | $39,798-15.3% | $67,704-50.2% | $59,633-43.5% |
| Participation rate | 30.6% | 57.4%-26.7pp | 67.5%-36.9pp | 68.7%-38.1pp |
| Annual return | -3.56% | 89.94%-93.5pp | 25.41%-29.0pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $494 | $1,393-64.5% | $2,559-80.7% | $2,203-77.6% |
| Participant deferral / active EE | $1,658 | $2,335-29.0% | $3,585-53.7% | $3,192-48.0% |
| Admin fee / account holder | $1,062 | $3,212-66.9% | $4,255-75.0% | $4,297-75.3% |