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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 | $64,343 | $54,353+18.4% | $82,726-22.2% | $68,498-6.1% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -20.80% | -13.67%-7.1pp | 701.33%-722.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,056 | $2,218-52.4% | $3,009-64.9% | $2,596-59.3% |
| Participant deferral / active EE | $2,374 | $3,246-26.9% | $4,394-46.0% | $4,027-41.1% |
| Admin fee / account holder | $1,756 | $4,396-60.0% | $5,328-67.0% | $5,403-67.5% |