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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 | $120,939 | $167,353-27.7% | $143,797-15.9% | $134,545-10.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.15% | 0.48%-22.6pp | -0.04%-22.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $1,219 | $5,620-78.3% | $4,952-75.4% | $4,742-74.3% |
| Participant deferral / active EE | $2,433 | $6,447-62.3% | $5,638-56.8% | $6,401-62.0% |
| Admin fee / account holder | $5,158 | $18,096-71.5% | $14,679-64.9% | $11,431-54.9% |