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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 | $57,991 | $57,352+1.1% | $83,830-30.8% | $64,173-9.6% |
| Participation rate | 18.8% | 68.6%-49.9pp | 76.1%-57.4pp | 69.6%-50.8pp |
| Annual return | -9.15% | 11.38%-20.5pp | 850.97%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,118 | $2,546-56.1% | $3,631-69.2% | $2,381-53.0% |
| Participant deferral / active EE | $1,761 | $2,993-41.2% | $4,082-56.9% | $3,470-49.2% |
| Admin fee / account holder | $979 | $4,046-75.8% | $5,479-82.1% | $4,887-80.0% |