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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 | $69,958 | $91,525-23.6% | $130,026-46.2% | $75,181-6.9% |
| Participation rate | 49.2% | 71.4%-22.2pp | 78.5%-29.3pp | 67.2%-18.0pp |
| Annual return | 12.73% | -631.40%+644.1pp | -137.26%+150.0pp | 160.69%-148.0pp |
| Employer contribution / active EE | $1,605 | $2,844-43.6% | $4,321-62.8% | $2,671-39.9% |
| Participant deferral / active EE | $2,396 | $4,342-44.8% | $5,821-58.8% | $4,126-41.9% |
| Admin fee / account holder | $1,006 | $6,778-85.2% | $10,608-90.5% | $5,650-82.2% |