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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 | $37,998 | $72,177-47.4% | $115,038-67.0% | $59,633-36.3% |
| Participation rate | 54.8% | 72.6%-17.7pp | 81.4%-26.5pp | 68.7%-13.8pp |
| Annual return | -39.03% | 12.02%-51.1pp | 26.14%-65.2pp | 2041.45%-2080.5pp |
| Employer contribution / active EE | $1,148 | $2,841-59.6% | $4,608-75.1% | $2,203-47.9% |
| Participant deferral / active EE | $3,286 | $4,783-31.3% | $6,026-45.5% | $3,192+3.0% |
| Admin fee / account holder | $3,819 | $4,927-22.5% | $8,175-53.3% | $4,297-11.1% |