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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 | $55,361 | $82,678-33.0% | $125,391-55.8% | $68,490-19.2% |
| Participation rate | 67.9% | 75.1%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,838 | $3,382-45.7% | $4,816-61.8% | $2,597-29.2% |
| Participant deferral / active EE | $4,874 | $6,111-20.3% | $7,448-34.6% | $4,028+21.0% |
| Admin fee / account holder | $1,308 | $6,277-79.2% | $10,009-86.9% | $5,403-75.8% |