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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 | $132,652 | $142,392-6.8% | $119,622+10.9% | $134,532-1.4% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.3%-17.4pp | 81.2%-19.3pp |
| Annual return | -25.67% | -12.46%-13.2pp | -14.98%-10.7pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,295 | $5,224-75.2% | $4,232-69.4% | $4,741-72.7% |
| Participant deferral / active EE | $5,569 | $6,467-13.9% | $5,601-0.6% | $6,401-13.0% |
| Admin fee / account holder | $500 | $13,593-96.3% | $10,328-95.2% | $11,429-95.6% |