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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 | $86,892 | $95,915-9.4% | $79,580+9.2% | $134,532-35.4% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -23.86% | -2.71%-21.2pp | 0.15%-24.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $694 | $3,129-77.8% | $2,413-71.2% | $4,741-85.4% |
| Participant deferral / active EE | $3,377 | $4,693-28.0% | $3,985-15.3% | $6,401-47.2% |
| Admin fee / account holder | $477 | $9,132-94.8% | $6,835-93.0% | $11,429-95.8% |