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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 | $79,882 | $54,355+47.0% | $82,744-3.5% | $68,486+16.6% |
| Participation rate | 60.5% | 63.9%-3.4pp | 72.6%-12.0pp | 67.9%-7.4pp |
| Annual return | -27.58% | -13.67%-13.9pp | 702.22%-729.8pp | -7.85%-19.7pp |
| Employer contribution / active EE | $1,852 | $2,219-16.5% | $3,008-38.4% | $2,597-28.7% |
| Participant deferral / active EE | $6,115 | $3,246+88.4% | $4,395+39.2% | $4,028+51.8% |
| Admin fee / account holder | $2,182 | $4,397-50.4% | $5,325-59.0% | $5,404-59.6% |