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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 | $25,674 | $91,911-72.1% | $68,612-62.6% | $135,379-81.0% |
| Participation rate | 25.0% | 76.7%-51.7pp | 72.2%-47.2pp | 82.6%-57.6pp |
| Annual return | -28.80% | -8.22%-20.6pp | -4.63%-24.2pp | 519.79%-548.6pp |
| Employer contribution / active EE | $4,784 | $3,924+21.9% | $2,625+82.2% | $4,779+0.1% |
| Participant deferral / active EE | $1,375 | $4,315-68.1% | $3,311-58.5% | $5,609-75.5% |
| Admin fee / account holder | $3,436 | $9,240-62.8% | $5,131-33.0% | $10,828-68.3% |