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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 | $62,743 | $133,981-53.2% | $112,249-44.1% | $134,532-53.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -20.53% | 47.16%-67.7pp | 27.48%-48.0pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,500 | $4,040-38.1% | $3,636-31.2% | $4,741-47.3% |
| Participant deferral / active EE | $6,225 | $5,292+17.6% | $4,729+31.6% | $6,401-2.7% |
| Admin fee / account holder | $2,015 | $7,492-73.1% | $6,412-68.6% | $11,429-82.4% |