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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 | $65,622 | $100,811-34.9% | $86,698-24.3% | $134,545-51.2% |
| Participation rate | 68.8% | 79.0%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -21.64% | 29.11%-50.8pp | 35.96%-57.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,454 | $3,490-29.7% | $2,837-13.5% | $4,742-48.2% |
| Participant deferral / active EE | $5,185 | $5,339-2.9% | $4,656+11.4% | $6,401-19.0% |
| Admin fee / account holder | $6,018 | $10,926-44.9% | $7,492-19.7% | $11,431-47.3% |