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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 | $74,095 | $134,001-44.7% | $112,258-34.0% | $134,509-44.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -24.05% | 47.15%-71.2pp | 27.47%-51.5pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,642 | $4,039-59.3% | $3,636-54.8% | $4,741-65.4% |
| Participant deferral / active EE | $5,273 | $5,291-0.3% | $4,728+11.5% | $6,400-17.6% |
| Admin fee / account holder | $3,868 | $7,491-48.4% | $6,411-39.7% | $11,427-66.1% |