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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 | $41,068 | $127,386-67.8% | $115,037-64.3% | $125,388-67.2% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -8.06% | 31.28%-39.3pp | 26.14%-34.2pp | 282.24%-290.3pp |
| Employer contribution / active EE | $6,558 | $5,166+26.9% | $4,608+42.3% | $4,866+34.8% |
| Participant deferral / active EE | $8,000 | $6,423+24.6% | $6,026+32.7% | $5,352+49.5% |
| Admin fee / account holder | $457 | $9,516-95.2% | $8,175-94.4% | $9,541-95.2% |