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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 | $57,803 | $57,350+0.8% | $83,850-31.1% | $64,181-9.9% |
| Participation rate | 23.3% | 68.6%-45.3pp | 76.1%-52.8pp | 69.6%-46.2pp |
| Annual return | -12.54% | 11.38%-23.9pp | 850.92%-863.5pp | 7.63%-20.2pp |
| Employer contribution / active EE | $749 | $2,545-70.6% | $3,631-79.4% | $2,381-68.5% |
| Participant deferral / active EE | $1,760 | $2,993-41.2% | $4,082-56.9% | $3,470-49.3% |
| Admin fee / account holder | $521 | $4,046-87.1% | $5,478-90.5% | $4,887-89.3% |